MGIA
Matthew Goff Investment Advisor’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
3,610
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $211K | Sell |
3,610
-19
| -0.5% | -$1.11K | 0.04% | 102 |
|
|
2024
Q4 | $226K | Hold |
3,629
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $226K | Sell |
3,629
-171
| -5% | -$10.7K | 0.04% | 97 |
|
|
2024
Q2 | $222K | Hold |
3,800
| – | – | 0.05% | 93 |
|
|
2024
Q1 | $231K | Buy |
3,800
+2,994
| +371% | +$182K | 0.05% | 91 |
|
|
2023
Q4 | $223K | Hold |
806
| – | – | 0.05% | 88 |
|
|
2023
Q3 | $201K | Hold |
806
| – | – | 0.05% | 89 |
|
|
2023
Q2 | $211K | Hold |
806
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $202K | Hold |
806
| – | – | 0.05% | 89 |
|
|
2022
Q4 | $195K | Buy |
+806
| New | +$195K | 0.05% | 85 |
|
|
2022
Q2 | – | Sell |
-806
| Closed | -$216K | – | 80 |
|
|
2022
Q1 | $216K | Hold |
806
| – | – | 0.05% | 77 |
|
|
2021
Q4 | $228K | Hold |
806
| – | – | 0.05% | 78 |
|
|
2021
Q3 | $212K | Hold |
806
| – | – | 0.05% | 89 |
|
|
2021
Q2 | $217K | Hold |
806
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $210K | Buy |
+806
| New | +$210K | 0.06% | 87 |
|