IWB position history
The shares of iShares Trust (IWB) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 721 shares, $208K, 0.02% of portfolio, New
- 2024 Q2: 721 shares, $215K, 0.03% of portfolio
- 2024 Q3: 721 shares, $227K, 0.03% of portfolio
- 2024 Q4: 722 shares, $233K, 0.03% of portfolio, Add +0.1%
- 2025 Q1: 722 shares, $222K, 0.02% of portfolio
- 2025 Q2: 1,444 shares, $491K, 0.05% of portfolio, Add +100.0%
- 2025 Q3: 751 shares, $275K, 0.03% of portfolio, Reduce −48.0%
- 2025 Q4: 697 shares, $260K, 0.02% of portfolio, Reduce −7.2%
- 2026 Q1: 698 shares, $249K, 0.02% of portfolio, Add +0.1%
- 2026 Q2: 698 shares, $286K, 0.02% of portfolio
- 2026 Q3: 599 shares, $250K, 0.02% of portfolio, Reduce −14.2%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|