Matthew Hamilton Rosenberg’s iShares Global Financials ETF IXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249	Hold	2	–	–	﹤0.01%	783
2026 Q1	$228	Hold	2	–	–	﹤0.01%	792
2025 Q4	$242	Hold	2	–	–	﹤0.01%	797
2025 Q3	$233	Hold	2	–	–	﹤0.01%	798
2025 Q2	$222	Hold	2	–	–	﹤0.01%	827
2025 Q1	$206	Sell	2 -8	-80%	-$812	﹤0.01%	812
2024 Q4	$961	Hold	10	–	–	﹤0.01%	770
2024 Q3	$946	Sell	10 -75	-88%	-$6.75K	﹤0.01%	777
2024 Q2	$7.24K	Sell	85 -1,376	-94%	-$118K	﹤0.01%	623
2024 Q1	$126K	Sell	1,461 -9	-0.6%	-$731	0.04%	276
2023 Q4	$116K	Sell	1,470 -227	-13%	-$16.6K	0.04%	284
2023 Q3	$120K	Sell	1,697 -1,196	-41%	-$86.7K	0.04%	257
2023 Q2	$207K	Sell	2,893 -1,719	-37%	-$121K	0.07%	163
2023 Q1	$318K	Sell	4,612 -180	-4%	-$13.1K	0.1%	121
2022 Q4	$337K	Sell	4,792 -1,062	-18%	-$72.5K	0.11%	112
2022 Q3	$359K	Sell	5,854 -1,013	-15%	-$67.9K	0.14%	92
2022 Q2	$455K	Sell	6,867 -2,066	-23%	-$149K	0.17%	74
2022 Q1	$710K	Sell	8,933 -686	-7%	-$55.4K	0.25%	54
2021 Q4	$770K	Sell	9,619 -589	-6%	-$47.7K	0.27%	55
2021 Q3	$801K	Buy	+10,208	New	+$800K	0.32%	44

Other funds holding IXG

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares Global Financials ETF (IXG) position steady in Q2 2026 at 2 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Matthew Hamilton Rosenberg first reported a position in IXG in Q3 2021 and has held it in 20 quarters since. The position peaked at $801K in Q3 2021. 17 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

Matthew Hamilton Rosenberg held 2 shares of iShares Global Financials ETF worth $249 as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Global Financials ETF share count unchanged in Q2 2026.
iShares Global Financials ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #783 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Global Financials ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares Global Financials ETF position peaked at $801K in Q3 2021.
17 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

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