Matthew Hamilton Rosenberg’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.4K	Hold	206	–	–	0.01%	514
2026 Q2	$30.2K	Buy	206 +182	+758%	+$25.1K	0.01%	496
2026 Q1	$3.08K	Hold	24	–	–	﹤0.01%	712
2025 Q4	$3.29K	Hold	24	–	–	﹤0.01%	720
2025 Q3	$3.42K	Sell	24 -20	-45%	-$2.83K	﹤0.01%	728
2025 Q2	$6.1K	Buy	+44	New	+$5.57K	﹤0.01%	711
2022 Q2	–	Sell	-20	Closed	-$2K	–	799
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	712
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	691
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	663
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	570
2021 Q1	$2K	Buy	+20	New	+$2.09K	﹤0.01%	541

Other funds holding IWP

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Matthew Hamilton Rosenberg's IWP Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 206 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #514.

Matthew Hamilton Rosenberg first reported a position in IWP in Q1 2021 and has held it in 11 quarters since. The position peaked at $30.2K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Matthew Hamilton Rosenberg held 206 shares of iShares Russell Mid-Cap Growth ETF worth $28.4K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #514 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's iShares Russell Mid-Cap Growth ETF position peaked at $30.2K in Q2 2026.
75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.