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 Q3	$25.2K	Hold	95	–	–	﹤0.01%	532
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	$9.6K	Hold	71	–	–	﹤0.01%	613
2023 Q4	$8.72K	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	$9.7K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 95 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Matthew Hamilton Rosenberg first reported a position in IYW in Q4 2021 and has held it in 20 quarters since. The position peaked at $25.2K in Q2 2024. 863 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Matthew Hamilton Rosenberg held 95 shares of iShares US Technology ETF worth $25.2K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #532 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares US Technology ETF position peaked at $25.2K in Q2 2024.
863 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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