Matrix Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Buy |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $227K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $906K | Buy |
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|
2020
Q2 | $804K | Sell |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $989K | Hold |
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|
2019
Q3 | $912K | Buy |
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|
2019
Q2 | $763K | Buy |
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|
2019
Q1 | $723K | Sell |
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|
2018
Q4 | $647K | Buy |
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