Skip to content
Disclosery

MATRIX ASSET ADVISORS INC/NY: IWM position timeline

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

MATRIX ASSET ADVISORS INC/NY held 9,808 IWM 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 9,808 shares
    Change vs previous 13F -289 shares

    0.22% of the 13F portfolio, value $2,725,698.

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

  2. period ended2026-06-30
    13F 10,097 shares
    Change vs previous 13F -184 shares

    0.25% of the 13F portfolio, value $3,033,748.

    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 10,281 shares
    Change vs previous 13F -45 shares

    0.23% of the 13F portfolio, value $2,549,741.

    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 10,326 shares
    Change vs previous 13F -141 shares

    0.23% of the 13F portfolio, value $2,541,935.

    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 10,467 shares
    Change vs previous 13F -380 shares

    0.23% of the 13F portfolio, value $2,532,782.

    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 10,847 shares
    Change vs previous 13F +132 shares

    0.24% of the 13F portfolio, value $2,340,872.

    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 10,715 shares
    Change vs previous 13F +93 shares

    0.24% of the 13F portfolio, value $2,137,580.

    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 10,622 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,346,931.

    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).