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MATRIX ASSET ADVISORS INC/NY: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on IVV, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 3,345 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,345 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $2,562,399.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,342 shares
    Change vs previous 13F +53 shares

    0.2% of the 13F portfolio, value $2,502,996.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,289 shares
    Change vs previous 13F +11 shares

    0.2% of the 13F portfolio, value $2,148,257.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,278 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $2,245,419.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,277 shares
    Change vs previous 13F +40 shares

    0.2% of the 13F portfolio, value $2,193,729.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 3,237 shares
    Change vs previous 13F +94 shares

    0.2% of the 13F portfolio, value $2,009,927.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,143 shares
    Change vs previous 13F -123 shares

    0.19% of the 13F portfolio, value $1,766,383.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,266 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,922,670.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).