Matthew Goff Investment Advisor’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Hold	3,957	–	–	0.06%	81
2026 Q1	$317K	Hold	3,957	–	–	0.05%	96
2025 Q4	$418K	Hold	3,957	–	–	0.07%	72
2025 Q3	$455K	Hold	3,957	–	–	0.08%	75
2025 Q2	$433K	Hold	3,957	–	–	0.08%	77
2025 Q1	$352K	Hold	3,957	–	–	0.07%	87
2024 Q4	$396K	Hold	3,957	–	–	0.07%	82
2024 Q3	$354K	Buy	3,957 +1,207	+44%	+$103K	0.07%	87
2024 Q2	$239K	Hold	2,750	–	–	0.05%	92
2024 Q1	$234K	Hold	2,750	–	–	0.05%	90
2023 Q4	$223K	Buy	+2,750	New	+$203K	0.05%	89
2022 Q1	–	Sell	-2,750	Closed	-$219K	–	83
2021 Q4	$219K	Hold	2,750	–	–	0.05%	80
2021 Q3	$220K	Hold	2,750	–	–	0.05%	87
2021 Q2	$215K	Buy	+2,750	New	+$199K	0.05%	89
2018 Q3	–	Sell	-984,615	Closed	-$9.77M	–	70
2018 Q2	$9.77M	Buy	+984,615	New	+$35.5M	3.82%	6

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Matthew Goff Investment Advisor's IGV Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 3,957 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #81.

Matthew Goff Investment Advisor first reported a position in IGV in Q2 2018 and has held it in 15 quarters since. The position peaked at $9.77M in Q2 2018. 310 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Matthew Goff Investment Advisor held 3,957 shares of iShares Expanded Tech-Software Sector ETF worth $359K as of Q2 2026.
Matthew Goff Investment Advisor left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #81 holding.
Matthew Goff Investment Advisor first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 15 quarters since.
Matthew Goff Investment Advisor's iShares Expanded Tech-Software Sector ETF position peaked at $9.77M in Q2 2018.
310 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.