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IJH position history

The shares of iShares Trust (IJH) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.

Equity, CORE S&P MCP ETF

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 11,022 shares, $684K, 0.07% of portfolio, New
  2. 2025 Q3: 5,617 shares, $367K, 0.03% of portfolio, Reduce −49.0%
  3. 2025 Q4: 5,104 shares, $337K, 0.03% of portfolio, Reduce −9.1%
  4. 2026 Q1: 5,125 shares, $346K, 0.03% of portfolio, Add +0.4%
  5. 2026 Q2: 5,472 shares, $422K, 0.03% of portfolio, Add +6.8%
  6. 2026 Q3: 5,472 shares, $394K, 0.03% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders