David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Ishares Tr (IEZ)
← All IEZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 0.39 $5.09–20.98 · VW $12.95i SEC
2019   Q4 117,311 0.39 Buy 0.39 $16.19–20.77 · VW $18.32i $2,385,000 SEC
2019   Q1 0 0.00 Sell 100.00% 0.94 $19.83–26.48 · VW $24.23i SEC
2018   Q4 242,964 0.94 Buy 0.94 $18.98–37.29 · VW $25.92i $4,961,000 SEC