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MATRIX ASSET ADVISORS INC/NY: IWB position timeline

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

MATRIX ASSET ADVISORS INC/NY held 599 IWB 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 599 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $249,539.

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

  2. period ended2026-06-30
    13F 698 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $285,802.

    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 698 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $248,781.

    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 697 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $260,377.

    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 751 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $274,681.

    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 722 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $245,495.

    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 722 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $221,582.

    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 722 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $232,526.

    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).