MHR
IXN icon

Matthew Hamilton Rosenberg’s iShares Global Tech ETF IXN Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
3,185
-42
-1% -$5.42K 0.09% 116
2026
Q1 		$323K Hold
3,227
– – 0.07% 140
2025
Q4 		$339K Sell
3,227
-629
-16% -$66.4K 0.07% 130
2025
Q3 		$398K Sell
3,856
-137
-3% -$13.2K 0.09% 111
2025
Q2 		$369K Hold
3,993
– – 0.09% 115
2025
Q1 		$302K Hold
3,993
– – 0.08% 127
2024
Q4 		$338K Hold
3,993
– – 0.09% 110
2024
Q3 		$330K Sell
3,993
-59
-1% -$4.77K 0.09% 120
2024
Q2 		$339K Buy
4,052
+1,507
+59% +$115K 0.1% 104
2024
Q1 		$191K Sell
2,545
-1,042
-29% -$74.8K 0.06% 195
2023
Q4 		$245K Sell
3,587
-1,639
-31% -$103K 0.08% 146
2023
Q3 		$302K Sell
5,226
-2,516
-32% -$153K 0.1% 108
2023
Q2 		$482K Sell
7,742
-12,576
-62% -$713K 0.16% 67
2023
Q1 		$1.1M Sell
20,318
-585
-3% -$29.1K 0.36% 39
2022
Q4 		$937K Sell
20,903
-2,286
-10% -$104K 0.32% 45
2022
Q3 		$978K Sell
23,189
-952
-4% -$46.3K 0.38% 40
2022
Q2 		$1.1M Buy
24,141
+465
+2% +$23.5K 0.41% 37
2022
Q1 		$1.37M Sell
23,676
-245
-1% -$14.1K 0.48% 32
2021
Q4 		$1.54M Sell
23,921
-1,239
-5% -$76.1K 0.55% 31
2021
Q3 		$1.43M Buy
+25,160
New +$1.47M 0.56% 32

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares Global Tech ETF (IXN) stake by 1.3% in Q2 2026, selling an estimated $5.42K and leaving 3,185 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #116.

Matthew Hamilton Rosenberg first reported a position in IXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Matthew Hamilton Rosenberg held 3,185 shares of iShares Global Tech ETF worth $460K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 42 iShares Global Tech ETF shares in Q2 2026, an estimated $5.42K.
  • iShares Global Tech ETF made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #116 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares Global Tech ETF position peaked at $1.54M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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