Ishares Russell 1000 Value E (IWD)
| Sector: | NA |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 665 |
| % of all portfolios: | 0.002% |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 14.14% | 818 | 0.02 | |
| Q2 2024 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 20.54% | 986 | 0.02 | |
| Q1 2024 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 33.82% | 1,213 | 0.03 | |
| Q4 2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 15.75% | 488 | 0.01 | |
| Q3 2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 27.74% | 673 | 0.02 | |
| Q2 2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 56.21% | 873 | 0.02 | |
| Q1 2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 24.58% | 506 | 0.01 | |
| Q4 2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Buy | 2,059 | 0.05 | |
| Q3 2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Sell 100.00% | 3,514 | 0.08 | |
| Q2 2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Add 168.45% | 2,205 | 0.05 | |
| Q1 2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Buy | 1,309 | 0.03 | |
| Q1 2020 | |||||
| ≡ | Torray Funds | Sell 100.00% | 2,774 | 0.07 | |
| Q4 2019 | |||||
| ≡ | Torray Funds | Buy | 2,774 | 0.07 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.