David Katz - Matrix Asset Advisors
Holding/activity history for iShares Russell 1000 Growth ETF (IWF)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q4 | 20,107 | 0.88 | Add 3.58% | 0.03 | $401.60 |
| 2024 Q3 | 19,412 | 0.81 | Add 12.07% | 0.09 | $375.39 |
| 2024 Q2 | 17,322 | 0.75 | Add 3.40% | 0.02 | $364.51 |
| 2024 Q1 | 16,753 | 0.68 | Add 9.48% | 0.06 | $337.07 |
| 2023 Q4 | 15,303 | 0.59 | Add 1.26% | 0.01 | $303.14 |
| 2023 Q3 | 15,112 | 0.57 | Add 12.35% | 0.06 | $266.01 |
| 2023 Q2 | 13,451 | 0.51 | Add 11.62% | 0.05 | $275.22 |
| 2023 Q1 | 12,051 | 0.43 | Add 4.99% | 0.02 | $244.30 |
| 2022 Q4 | 11,478 | 0.37 | Add 37.97% | 0.10 | $214.24 |
| 2022 Q3 | 8,319 | 0.29 | Reduce 15.64% | 0.05 | $210.36 |
| 2022 Q2 | 9,861 | 0.33 | Add 66.85% | 0.13 | $218.74 |
| 2022 Q1 | 5,910 | 0.22 | Add 63.35% | 0.09 | $277.66 |
| 2021 Q4 | 3,618 | 0.14 | Add 29.08% | 0.03 | $305.69 |
| 2021 Q3 | 2,803 | 0.11 | Add 47.29% | 0.04 | $273.99 |
| 2021 Q2 | 1,903 | 0.07 | Add 53.96% | 0.02 | $271.68 |
| 2021 Q1 | 1,236 | 0.04 | Buy | 0.04 | $242.72 |