David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Russell Mid Cap ETF (IWR)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 40,036 | 0.40 | Add 30.27% | 0.09 | $84.10 |
| 2023 Q4 | 30,734 | 0.30 | Add 5.54% | 0.02 | $77.73 |
| 2023 Q3 | 29,120 | 0.29 | Add 31.63% | 0.07 | $69.27 |
| 2023 Q2 | 22,123 | 0.22 | Add 28.17% | 0.05 | $73.05 |
| 2023 Q1 | 17,261 | 0.17 | Add 9.36% | 0.01 | $69.93 |
| 2022 Q4 | 15,784 | 0.16 | Add 159.99% | 0.10 | $67.47 |
| 2022 Q3 | 6,071 | 0.06 | Reduce 9.13% | 0.01 | $62.10 |
| 2022 Q2 | 6,681 | 0.07 | Add 0.26% | 0.00 | $64.66 |
| 2022 Q1 | 6,664 | 0.07 | Add 23.22% | 0.01 | $78.03 |
| 2021 Q4 | 5,408 | 0.06 | Add 94.39% | 0.03 | $83.03 |
| 2021 Q3 | 2,782 | 0.03 | Buy | 0.03 | $78.36 |