David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Core S&P Small Cap E (IJR)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q4 | 42,211 | 0.53 | Add 17.20% | 0.08 | $115.23 |
| 2024 Q3 | 36,016 | 0.47 | Add 22.85% | 0.09 | $116.95 |
| 2024 Q2 | 29,316 | 0.37 | Add 26.60% | 0.08 | $106.67 |
| 2024 Q1 | 23,157 | 0.31 | Add 47.65% | 0.10 | $110.51 |
| 2023 Q4 | 15,684 | 0.22 | Add 11.33% | 0.02 | $108.26 |
| 2023 Q3 | 14,088 | 0.19 | Add 50.80% | 0.06 | $94.34 |
| 2023 Q2 | 9,342 | 0.13 | Add 24.25% | 0.03 | $99.66 |
| 2023 Q1 | 7,519 | 0.11 | Add 2.79% | 0.00 | $96.69 |
| 2022 Q4 | 7,315 | 0.10 | Add 41.71% | 0.03 | $94.60 |
| 2022 Q3 | 5,162 | 0.07 | Reduce 5.34% | 0.00 | $87.18 |
| 2022 Q2 | 5,453 | 0.08 | Add 5.56% | 0.00 | $92.43 |
| 2022 Q1 | 5,166 | 0.07 | Add 9.70% | 0.01 | $107.82 |
| 2021 Q4 | 4,709 | 0.07 | Add 35.90% | 0.02 | $114.46 |
| 2021 Q3 | 3,465 | 0.05 | Add 84.50% | 0.02 | $109.09 |
| 2021 Q2 | 1,878 | 0.03 | Buy | 0.03 | $112.89 |