Matthew Hamilton Rosenberg’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.4K	Hold	900	–	–	0.02%	372
2026 Q1	$74.6K	Hold	900	–	–	0.02%	373
2025 Q4	$83K	Hold	900	–	–	0.02%	356
2025 Q3	$80.7K	Hold	900	–	–	0.02%	364
2025 Q2	$77K	Hold	900	–	–	0.02%	381
2025 Q1	$70.7K	Hold	900	–	–	0.02%	366
2024 Q4	$70K	Hold	900	–	–	0.02%	365
2024 Q3	$63.9K	Hold	900	–	–	0.02%	388
2024 Q2	$58.9K	Hold	900	–	–	0.02%	393
2024 Q1	$59.3K	Hold	900	–	–	0.02%	400
2023 Q4	$53.8K	Sell	900 -30	-3%	-$1.61K	0.02%	419
2023 Q3	$47.9K	Hold	930	–	–	0.02%	427
2023 Q2	$49K	Sell	930 -2,871	-76%	-$146K	0.02%	433
2023 Q1	$191K	Hold	3,801	–	–	0.06%	191
2022 Q4	$200K	Sell	3,801 -96	-2%	-$5.03K	0.07%	177
2022 Q3	$183K	Hold	3,897	–	–	0.07%	175
2022 Q2	$195K	Hold	3,897	–	–	0.07%	172
2022 Q1	$264K	Hold	3,897	–	–	0.09%	144
2021 Q4	$251K	Sell	3,897 -135	-3%	-$8.8K	0.09%	148
2021 Q3	$253K	Buy	+4,032	New	+$253K	0.1%	129

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 900 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #372.

Matthew Hamilton Rosenberg first reported a position in IYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $264K in Q1 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Matthew Hamilton Rosenberg held 900 shares of iShares US Financial Services ETF worth $81.4K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #372 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares US Financial Services ETF position peaked at $264K in Q1 2022.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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