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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4K	Hold	94	–	–	﹤0.01%	624
2026 Q1	$9.14K	Buy	94 +56	+147%	+$5.59K	﹤0.01%	629
2025 Q4	$3.66K	Hold	38	–	–	﹤0.01%	714
2025 Q3	$3.67K	Sell	38 -55	-59%	-$5.21K	﹤0.01%	721
2025 Q2	$8.55K	Buy	93 +67	+258%	+$5.79K	﹤0.01%	678
2025 Q1	$2.21K	Hold	26	–	–	﹤0.01%	755
2024 Q4	$2.3K	Hold	26	–	–	﹤0.01%	743
2024 Q3	$2.29K	Buy	+26	New	+$2.19K	﹤0.01%	741
2024 Q2	–	Sell	-26	Closed	-$2.17K	–	838
2024 Q1	$2.17K	Buy	+26	New	+$2.06K	﹤0.01%	749

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Matthew Hamilton Rosenberg's IWR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 94 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Matthew Hamilton Rosenberg first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Matthew Hamilton Rosenberg held 94 shares of iShares Russell Mid-Cap ETF worth $10.4K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #624 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.