iShares Russell 2000 Index shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 11k | 210.30 |
| 2023-12-31 | $2.1M | 11k | 200.71 |
| 2023-09-30 | $1.9M | 11k | 176.75 |
| 2023-06-30 | $2.0M | 11k | 187.28 |
| 2023-03-31 | $1.9M | 11k | 178.40 |
| 2022-12-31 | $1.8M | 11k | 174.36 |
| 2022-09-30 | $1.5M | 8.9k | 164.94 |
| 2022-06-30 | $1.5M | 8.9k | 169.34 |
| 2022-03-31 | $1.5M | 7.5k | 205.31 |
| 2021-12-31 | $1.4M | 6.2k | 222.47 |
| 2021-09-30 | $1.7M | 7.8k | 218.75 |
| 2021-06-30 | $1.7M | 7.4k | 229.31 |
| 2021-03-31 | $1.6M | 7.4k | 220.93 |
| 2020-12-31 | $1.2M | 6.2k | 196.01 |
| 2020-09-30 | $955k | 6.4k | 149.83 |
| 2020-06-30 | $810k | 5.7k | 143.16 |
| 2020-03-31 | $568k | 5.0k | 114.47 |
| 2019-12-31 | $887k | 5.4k | 165.73 |
| 2019-09-30 | $738k | 4.9k | 151.35 |
| 2019-06-30 | $736k | 4.7k | 155.54 |
| 2019-03-31 | $693k | 4.5k | 153.15 |
| 2018-12-31 | $360k | 2.7k | 133.88 |
| 2018-09-30 | $446k | 2.6k | 168.75 |
| 2018-06-30 | $435k | 2.7k | 163.66 |
| 2018-03-31 | $398k | 2.6k | 151.68 |
| 2017-12-31 | $402k | 2.6k | 152.27 |
| 2017-09-30 | $403k | 2.7k | 148.33 |
| 2017-06-30 | $384k | 2.7k | 140.92 |
| 2017-03-31 | $375k | 2.7k | 137.61 |
| 2016-12-31 | $369k | 2.7k | 134.92 |
| 2016-09-30 | $334k | 2.7k | 124.21 |
| 2016-06-30 | $309k | 2.7k | 114.91 |
| 2016-03-31 | $297k | 2.7k | 110.45 |
| 2015-12-31 | $300k | 2.7k | 112.57 |
| 2015-09-30 | $279k | 2.6k | 109.15 |
| 2015-06-30 | $287k | 2.3k | 124.73 |
| 2015-03-31 | $226k | 1.8k | 124.52 |