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 Q3	$250K	Sell	599 -99	-14%	-$41.1K	0.02%	92
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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Matrix Asset Advisors's IWB Position: Q3 2026 in Review

Matrix Asset Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 14% in Q3 2026, selling an estimated $41.1K and leaving 599 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #92.

Matrix Asset Advisors first reported a position in IWB in Q4 2018 and has held it in 19 quarters since. The position peaked at $989K in Q4 2019. 855 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Matrix Asset Advisors held 599 shares of iShares Russell 1000 ETF worth $250K as of Q3 2026.
Matrix Asset Advisors sold 99 iShares Russell 1000 ETF shares in Q3 2026, an estimated $41.1K.
iShares Russell 1000 ETF made up 0.02% of Matrix Asset Advisors's portfolio in Q3 2026, its #92 holding.
Matrix Asset Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 19 quarters since.
Matrix Asset Advisors's iShares Russell 1000 ETF position peaked at $989K in Q4 2019.
855 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.