Matthew Goff Investment Advisor’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	3,251 -417	-11%	-$30.6K	0.04%	87
2026 Q1	$248K	Buy	3,668 +91	+3%	+$6.31K	0.04%	101
2025 Q4	$236K	Sell	3,577 -33	-0.9%	-$2.16K	0.04%	85
2025 Q3	$236K	Hold	3,610	–	–	0.04%	92
2025 Q2	$224K	Hold	3,610	–	–	0.04%	93
2025 Q1	$211K	Sell	3,610 -19	-0.5%	-$1.18K	0.04%	102
2024 Q4	$226K	Hold	3,629	–	–	0.04%	97
2024 Q3	$226K	Sell	3,629 -171	-5%	-$10.3K	0.04%	97
2024 Q2	$222K	Hold	3,800	–	–	0.05%	93
2024 Q1	$231K	Sell	3,800 -230	-6%	-$13K	0.05%	91
2023 Q4	$223K	Hold	4,030	–	–	0.05%	88
2023 Q3	$201K	Hold	4,030	–	–	0.05%	89
2023 Q2	$211K	Hold	4,030	–	–	0.05%	91
2023 Q1	$202K	Hold	4,030	–	–	0.05%	89
2022 Q4	$195K	Buy	+4,030	New	+$195K	0.05%	85
2022 Q2	–	Sell	-4,030	Closed	-$216K	–	80
2022 Q1	$216K	Hold	4,030	–	–	0.05%	77
2021 Q4	$228K	Hold	4,030	–	–	0.05%	78
2021 Q3	$212K	Hold	4,030	–	–	0.05%	89
2021 Q2	$217K	Hold	4,030	–	–	0.06%	88
2021 Q1	$210K	Buy	+4,030	New	+$201K	0.06%	87

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Matthew Goff Investment Advisor reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $30.6K and leaving 3,251 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #87.

Matthew Goff Investment Advisor first reported a position in IJH in Q1 2021 and has held it in 20 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Matthew Goff Investment Advisor held 3,251 shares of iShares Core S&P Mid-Cap ETF worth $251K as of Q2 2026.
Matthew Goff Investment Advisor sold 417 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $30.6K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #87 holding.
Matthew Goff Investment Advisor first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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