David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Russell 1000 Value E (IWD)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q4 | 6,630 | 0.13 | Add 0.39% | 0.00 | $185.07 |
| 2024 Q3 | 6,604 | 0.14 | Add 14.14% | 0.02 | $189.73 |
| 2024 Q2 | 5,786 | 0.12 | Add 20.54% | 0.02 | $174.56 |
| 2024 Q1 | 4,800 | 0.10 | Add 33.82% | 0.03 | $179.17 |
| 2023 Q4 | 3,587 | 0.08 | Add 15.75% | 0.01 | $165.32 |
| 2023 Q3 | 3,099 | 0.07 | Add 27.74% | 0.02 | $151.66 |
| 2023 Q2 | 2,426 | 0.05 | Add 56.21% | 0.02 | $157.87 |
| 2023 Q1 | 1,553 | 0.03 | Reduce 24.58% | 0.01 | $151.96 |
| 2022 Q4 | 2,059 | 0.05 | Buy | 0.05 | $151.53 |
| 2022 Q3 | 0 | 0 | Sell 100.00% | 0.08 | |
| 2022 Q2 | 3,514 | 0.08 | Add 168.45% | 0.05 | $144.85 |
| 2022 Q1 | 1,309 | 0.03 | Buy | 0.03 | $165.78 |