Matthew Hamilton Rosenberg’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24K	Hold	95	–	–	﹤0.01%	539
2026 Q1	$17.2K	Hold	95	–	–	﹤0.01%	554
2025 Q4	$19K	Hold	95	–	–	﹤0.01%	552
2025 Q3	$18.6K	Hold	95	–	–	﹤0.01%	553
2025 Q2	$16.5K	Hold	95	–	–	﹤0.01%	595
2025 Q1	$13.3K	Sell	95 -33	-26%	-$5.14K	﹤0.01%	591
2024 Q4	$20.4K	Buy	128 +33	+35%	+$5.22K	0.01%	534
2024 Q3	$14.4K	Sell	95 -71	-43%	-$10.4K	﹤0.01%	579
2024 Q2	$25.2K	Buy	166 +95	+134%	+$13.1K	0.01%	500
2024 Q1	$9.62K	Hold	71	–	–	﹤0.01%	613
2023 Q4	$8.71K	Sell	71 -33	-32%	-$3.74K	﹤0.01%	628
2023 Q3	$10.9K	Hold	104	–	–	﹤0.01%	604
2023 Q2	$11.3K	Hold	104	–	–	﹤0.01%	607
2023 Q1	$9.65K	Hold	104	–	–	﹤0.01%	666
2022 Q4	$7.75K	Hold	104	–	–	﹤0.01%	689
2022 Q3	$8K	Hold	104	–	–	﹤0.01%	671
2022 Q2	$8K	Hold	104	–	–	﹤0.01%	664
2022 Q1	$11K	Buy	104 +71	+215%	+$7.25K	﹤0.01%	614
2021 Q4	$4K	Buy	+33	New	+$3.66K	﹤0.01%	663

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 95 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Matthew Hamilton Rosenberg first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.2K in Q2 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Matthew Hamilton Rosenberg held 95 shares of iShares US Technology ETF worth $24K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #539 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
Matthew Hamilton Rosenberg's iShares US Technology ETF position peaked at $25.2K in Q2 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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