David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Russell 1000 ETF (IWB)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 721 | 0.03 | $314.84 | ||
| 2024 Q2 | 721 | 0.03 | $298.20 | ||
| 2024 Q1 | 721 | 0.02 | Buy | 0.02 | $288.49 |
| 2020 Q4 | 0 | 0 | Sell 100.00% | 0.18 | |
| 2020 Q3 | 4,842 | 0.18 | Add 3.35% | 0.01 | $187.11 |
| 2020 Q2 | 4,685 | 0.15 | Reduce 25.58% | 0.05 | $171.61 |
| 2020 Q1 | 6,295 | 0.20 | Buy | 0.20 | $141.54 |