Matrix Asset Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Matrix Asset Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Hold	698	–	–	0.02%	93
2026 Q1	$249K	Buy	698 +1	+0.1%	+$373	0.02%	95
2025 Q4	$260K	Sell	697 -54	-7%	-$20K	0.02%	97
2025 Q3	$275K	Buy	751 +29	+4%	+$10.2K	0.03%	96
2025 Q2	$245K	Hold	722	–	–	0.02%	98
2025 Q1	$222K	Hold	722	–	–	0.02%	100
2024 Q4	$233K	Buy	722 +1	+0.1%	+$324	0.03%	104
2024 Q3	$227K	Hold	721	–	–	0.03%	97
2024 Q2	$215K	Hold	721	–	–	0.03%	94
2024 Q1	$208K	Buy	+721	New	+$198K	0.02%	97
2020 Q4	–	Sell	-4,842	Closed	-$906K	–	90
2020 Q3	$906K	Buy	4,842 +157	+3%	+$29K	0.18%	54
2020 Q2	$804K	Sell	4,685 -1,610	-26%	-$260K	0.15%	51
2020 Q1	$891K	Buy	6,295 +750	+14%	+$127K	0.2%	47
2019 Q4	$989K	Hold	5,545	–	–	0.16%	49
2019 Q3	$912K	Buy	5,545 +860	+18%	+$141K	0.16%	49
2019 Q2	$763K	Buy	4,685 +90	+2%	+$14.4K	0.14%	51
2019 Q1	$723K	Sell	4,595 -73	-2%	-$11K	0.12%	50
2018 Q4	$647K	Buy	+4,668	New	+$698K	0.12%	52

Other funds holding IWB

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Matrix Asset Advisors's IWB Position: Q2 2026 in Review

Matrix Asset Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 698 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #93.

Matrix Asset Advisors first reported a position in IWB in Q4 2018 and has held it in 18 quarters since. The position peaked at $989K in Q4 2019. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Matrix Asset Advisors held 698 shares of iShares Russell 1000 ETF worth $286K as of Q2 2026.
Matrix Asset Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.02% of Matrix Asset Advisors's portfolio in Q2 2026, its #93 holding.
Matrix Asset Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 18 quarters since.
Matrix Asset Advisors's iShares Russell 1000 ETF position peaked at $989K in Q4 2019.
278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.