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MATRIX ASSET ADVISORS INC/NY: IWF position timeline

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

MATRIX ASSET ADVISORS INC/NY held 105,814 IWF 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 105,814 shares
    Change vs previous 13F -691 shares

    1.09% of the 13F portfolio, value $13,254,339.

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

  2. period ended2026-06-30
    13F 106,505 shares
    Change vs previous 13F +79,749 shares

    1.08% of the 13F portfolio, value $13,224,728.

    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 26,756 shares
    Change vs previous 13F +2,569 shares

    1.05% of the 13F portfolio, value $11,408,712.

    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 24,187 shares
    Change vs previous 13F +829 shares

    1.03% of the 13F portfolio, value $11,447,926.

    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 23,358 shares
    Change vs previous 13F +363 shares

    1.01% of the 13F portfolio, value $10,941,526.

    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 22,995 shares
    Change vs previous 13F +2,145 shares

    0.99% of the 13F portfolio, value $9,763,384.

    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 20,850 shares
    Change vs previous 13F +743 shares

    0.83% of the 13F portfolio, value $7,529,030.

    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 20,107 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,074,618.

    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).