David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Core S&P 500 ETF (IVV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 2,109 | 0.13 | Add 0.38% | 0.00 | $525.84 |
| 2023 Q4 | 2,101 | 0.13 | Add 0.53% | 0.00 | $477.39 |
| 2023 Q3 | 2,090 | 0.13 | Add 1.36% | 0.00 | $429.19 |
| 2023 Q2 | 2,062 | 0.13 | Add 0.54% | 0.00 | $445.68 |
| 2023 Q1 | 2,051 | 0.12 | Add 2.76% | 0.00 | $411.02 |
| 2022 Q4 | 1,996 | 0.11 | Add 4.67% | 0.00 | $384.27 |
| 2022 Q3 | 1,907 | 0.11 | Add 1.92% | 0.00 | $358.68 |
| 2022 Q2 | 1,871 | 0.11 | Add 2.52% | 0.00 | $379.48 |
| 2022 Q1 | 1,825 | 0.11 | Add 0.88% | 0.00 | $453.70 |
| 2021 Q4 | 1,809 | 0.11 | Reduce 1.58% | 0.00 | $477.06 |
| 2021 Q3 | 1,838 | 0.11 | Add 7.36% | 0.01 | $430.90 |
| 2021 Q2 | 1,712 | 0.11 | Add 1.30% | 0.00 | $429.91 |
| 2021 Q1 | 1,690 | 0.10 | Add 4.13% | 0.00 | $397.63 |
| 2020 Q4 | 1,623 | 0.10 | Add 4.24% | 0.00 | $375.23 |
| 2020 Q3 | 1,557 | 0.10 | Reduce 1.89% | 0.00 | $335.90 |
| 2020 Q2 | 1,587 | 0.09 | $309.39 | ||
| 2020 Q1 | 1,587 | 0.09 | Buy | 0.09 | $258.35 |