iShares Russell 1000 Index shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Matrix Asset Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Matrix Asset Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $208k | 721 | 287.99 |
2020-09-30 | $906k | 4.8k | 187.11 |
2020-06-30 | $804k | 4.7k | 171.61 |
2020-03-31 | $891k | 6.3k | 141.54 |
2019-12-31 | $989k | 5.5k | 178.36 |
2019-09-30 | $912k | 5.5k | 164.47 |
2019-06-30 | $763k | 4.7k | 162.86 |
2019-03-31 | $723k | 4.6k | 157.34 |
2018-12-31 | $647k | 4.7k | 138.60 |