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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41K	Hold	255	–	–	0.01%	476
2026 Q2	$42K	Buy	+255	New	+$40.2K	0.01%	457
2025 Q3	–	Sell	-37	Closed	-$4.89K	–	817
2025 Q2	$4.89K	Buy	+37	New	+$4.64K	﹤0.01%	725

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 255 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #476.

Matthew Hamilton Rosenberg first reported a position in IWS in Q2 2025 and has held it in 3 quarters since. The position peaked at $42K in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Matthew Hamilton Rosenberg held 255 shares of iShares Russell Mid-Cap Value ETF worth $41K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #476 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
Matthew Hamilton Rosenberg's iShares Russell Mid-Cap Value ETF position peaked at $42K in Q2 2026.
317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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