David Katz - Matrix Asset Advisors Inc
Holding/activity history for Ishares Core S&P Midcap ETF (IJH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 5,125 | 0.03 | Add 0.41% | <0.01 | $67.53 | $346,091 | SEC |
| 2025 Q4 | 5,104 | 0.03 | Reduce 9.13% | <0.01 | $66.00 | $336,864 | SEC |
| 2025 Q3 | 5,617 | 0.03 | Add 1.92% | <0.01 | $65.26 | $366,565 | SEC |
| 2025 Q2 | 5,511 | 0.03 | Buy | 0.03 | $62.02 | $341,792 | SEC |