David Katz - Matrix Asset Advisors
Holding/activity history for iShares Russell 2000 ETF (IWM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 10,532 | 0.26 | Reduce 1.11% | 0.00 | $210.31 |
| 2023 Q4 | 10,650 | 0.27 | Add 0.15% | 0.00 | $200.75 |
| 2023 Q3 | 10,634 | 0.27 | Reduce 2.09% | 0.01 | $176.79 |
| 2023 Q2 | 10,861 | 0.28 | Add 0.91% | 0.00 | $187.28 |
| 2023 Q1 | 10,763 | 0.28 | Add 1.79% | 0.00 | $178.39 |
| 2022 Q4 | 10,574 | 0.28 | Add 18.97% | 0.04 | $174.39 |
| 2022 Q3 | 8,888 | 0.24 | Reduce 0.26% | 0.00 | $164.94 |
| 2022 Q2 | 8,911 | 0.23 | Add 18.88% | 0.04 | $169.34 |
| 2022 Q1 | 7,496 | 0.21 | Add 21.20% | 0.04 | $205.31 |
| 2021 Q4 | 6,185 | 0.18 | Reduce 20.22% | 0.05 | $222.47 |
| 2021 Q3 | 7,753 | 0.24 | Add 4.15% | 0.01 | $218.75 |
| 2021 Q2 | 7,444 | 0.25 | Add 0.65% | 0.00 | $229.31 |
| 2021 Q1 | 7,396 | 0.24 | Add 19.02% | 0.04 | $220.93 |
| 2020 Q4 | 6,214 | 0.21 | Reduce 2.51% | 0.01 | $196.01 |
| 2020 Q3 | 6,374 | 0.19 | Add 12.65% | 0.02 | $149.83 |
| 2020 Q2 | 5,658 | 0.16 | Add 14.03% | 0.02 | $143.16 |
| 2020 Q1 | 4,962 | 0.13 | Buy | 0.13 | $114.47 |