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Disclosery

Matrix Trust Co: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Matrix Trust Co on IEF, newest first. How the timeline and the estimate are built.

Matrix Trust Co held 18,960 IEF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,960 shares
    Change vs previous 13F -299 shares

    0.25% of the 13F portfolio, value $1,693,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,259 shares
    Change vs previous 13F +940 shares

    0.26% of the 13F portfolio, value $1,821,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    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 18,319 shares
    Change vs previous 13F +49 shares

    0.29% of the 13F portfolio, value $1,748,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    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 18,270 shares
    Change vs previous 13F -760 shares

    0.29% of the 13F portfolio, value $1,757,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    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 19,030 shares
    Change vs previous 13F -1,653 shares

    0.29% of the 13F portfolio, value $1,836,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    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 20,683 shares
    Change vs previous 13F +5,616 shares

    0.32% of the 13F portfolio, value $1,981,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    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 15,067 shares
    Change vs previous 13F +11,739 shares

    0.24% of the 13F portfolio, value $1,437,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    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 3,328 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $308,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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