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 Q3	$10K	Hold	94	–	–	﹤0.01%	631
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 94 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Matthew Hamilton Rosenberg first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.4K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Matthew Hamilton Rosenberg held 94 shares of iShares Russell Mid-Cap ETF worth $10K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #631 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Matthew Hamilton Rosenberg's iShares Russell Mid-Cap ETF position peaked at $10.4K in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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