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
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Quarterly reported holdings in iShares Russell 1000 Index by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 751 | 365.75 |
| 2025-06-30 | $246k | 722 | 340.02 |
| 2025-03-31 | $222k | 722 | 306.90 |
| 2024-12-31 | $233k | 722 | 322.06 |
| 2024-09-30 | $227k | 721 | 314.60 |
| 2024-06-30 | $215k | 721 | 298.20 |
| 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 |