Ishares Core S&P Small Cap E (IJR)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:684
% of all portfolios:0.004%
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 47.65% 7,473 0.10
Q4  2023
David Katz - Matrix Asset Advisors Add 11.33% 1,596 0.02
Q3  2023
David Katz - Matrix Asset Advisors Add 50.80% 4,746 0.06
Q2  2023
David Katz - Matrix Asset Advisors Add 24.25% 1,823 0.03
Q1  2023
David Katz - Matrix Asset Advisors Add 2.79% 204 0.00
Q4  2022
David Katz - Matrix Asset Advisors Add 41.71% 2,153 0.03
Q2  2022
David Katz - Matrix Asset Advisors Add 5.56% 287 0.00
Q1  2022
David Katz - Matrix Asset Advisors Add 9.70% 457 0.01
Q4  2021
David Katz - Matrix Asset Advisors Add 35.90% 1,244 0.02
Q3  2021
David Katz - Matrix Asset Advisors Add 84.50% 1,587 0.02
Q2  2021
David Katz - Matrix Asset Advisors Buy 1,878 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.