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Matthew Hamilton Rosenberg’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$127K Hold
429
– – 0.02% 312
2026
Q2 		$125K Hold
429
– – 0.02% 316
2026
Q1 		$107K Hold
429
– – 0.02% 316
2025
Q4 		$119K Hold
429
– – 0.02% 302
2025
Q3 		$117K Sell
429
-39
-8% -$10.1K 0.03% 298
2025
Q2 		$115K Hold
468
– – 0.03% 305
2025
Q1 		$98.7K Buy
468
+199
+74% +$45.8K 0.02% 319
2024
Q4 		$63.3K Buy
269
+107
+66% +$24.6K 0.02% 385
2024
Q3 		$35.6K Buy
+162
New +$34.5K 0.01% 481

Other funds holding IWY

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 429 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #312.

Matthew Hamilton Rosenberg first reported a position in IWY in Q3 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Matthew Hamilton Rosenberg held 429 shares of iShares Russell Top 200 Growth ETF worth $127K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #312 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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