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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
Q3 		$449K Sell
3,030
-155
-5% -$21.7K 0.08% 126
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its iShares Global Tech ETF (IXN) stake by 4.9% in Q3 2026, selling an estimated $21.7K and leaving 3,030 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #126.

Matthew Hamilton Rosenberg first reported a position in IXN in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.54M in Q4 2021. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3,030 shares of iShares Global Tech ETF worth $449K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 155 iShares Global Tech ETF shares in Q3 2026, an estimated $21.7K.
  • iShares Global Tech ETF made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #126 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares Global Tech ETF position peaked at $1.54M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

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