Matthew Goff Investment Advisor’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $951K | Hold |
6,436
| – | – | 0.16% | 62 |
|
|
2026
Q1 | $853K | Hold |
6,436
| – | – | 0.14% | 74 |
|
|
2025
Q4 | $847K | Sell |
6,436
-219
| -3% | -$28.5K | 0.15% | 58 |
|
|
2025
Q3 | $863K | Hold |
6,655
| – | – | 0.15% | 62 |
|
|
2025
Q2 | $822K | Hold |
6,655
| – | – | 0.15% | 61 |
|
|
2025
Q1 | $797K | Hold |
6,655
| – | – | 0.15% | 68 |
|
|
2024
Q4 | $832K | Hold |
6,655
| – | – | 0.15% | 66 |
|
|
2024
Q3 | $823K | Hold |
6,655
| – | – | 0.16% | 69 |
|
|
2024
Q2 | $755K | Hold |
6,655
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $787K | Sell |
6,655
-3,199
| -32% | -$360K | 0.16% | 64 |
|
|
2023
Q4 | $1.01M | Sell |
9,854
-158
| -2% | -$16.2K | 0.22% | 60 |
|
|
2023
Q3 | $919K | Hold |
10,012
| – | – | 0.22% | 59 |
|
|
2023
Q2 | $970K | Hold |
10,012
| – | – | 0.23% | 59 |
|
|
2023
Q1 | $929K | Hold |
10,012
| – | – | 0.23% | 57 |
|
|
2022
Q4 | $905K | Buy |
10,012
+3,048
| +44% | +$304K | 0.24% | 55 |
|
|
2022
Q3 | $627K | Sell |
6,964
-3,199
| -31% | -$318K | 0.18% | 57 |
|
|
2022
Q2 | $861K | Buy |
10,163
+3,199
| +46% | +$326K | 0.23% | 52 |
|
|
2022
Q1 | $764K | Sell |
6,964
-3,390
| -33% | -$366K | 0.18% | 53 |
|
|
2021
Q4 | $1.06M | Sell |
10,354
-1,972
| -16% | -$215K | 0.24% | 52 |
|
|
2021
Q3 | $1.14M | Sell |
12,326
-160
| -1% | -$16.8K | 0.28% | 47 |
|
|
2021
Q2 | $1.19M | Hold |
12,486
| – | – | 0.3% | 52 |
|
|
2021
Q1 | $1.15M | Buy |
12,486
+5,300
| +74% | +$506K | 0.32% | 54 |
|
|
2020
Q4 | $620K | Sell |
7,186
-2,650
| -27% | -$208K | 0.18% | 59 |
|
|
2020
Q3 | $801K | Hold |
9,836
| – | – | 0.26% | 52 |
|
|
2020
Q2 | $775K | Hold |
9,836
| – | – | 0.25% | 51 |
|
|
2020
Q1 | $630K | Hold |
9,836
| – | – | 0.27% | 39 |
|
|
2019
Q4 | $928K | Hold |
9,836
| – | – | 0.34% | 39 |
|
|
2019
Q3 | $872K | Sell |
9,836
-74
| -0.7% | -$5.83K | 0.36% | 39 |
|
|
2019
Q2 | $879K | Hold |
9,910
| – | – | 0.38% | 37 |
|
|
2019
Q1 | $860K | Buy |
9,910
+2,650
| +37% | +$205K | 0.4% | 34 |
|
|
2018
Q4 | $502K | Sell |
7,260
-426
| -6% | -$32.6K | 0.26% | 39 |
|
|
2018
Q3 | $643K | Buy |
7,686
+5,036
| +190% | +$421K | 0.26% | 49 |
|
|
2018
Q2 | $298K | Sell |
2,650
-6,154
| -70% | -$492K | 0.12% | 65 |
|
|
2018
Q1 | $680K | Hold |
8,804
| – | – | 0.29% | 50 |
|
|
2017
Q4 | $705K | Hold |
8,804
| – | – | 0.3% | 50 |
|
|
2017
Q3 | $672K | Buy |
+8,804
| New | +$653K | 0.29% | 52 |
|
Other funds holding IJJ
DADC
Matthew Goff Investment Advisor's IJJ Position: Q2 2026 in Review
Matthew Goff Investment Advisor held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 6,436 shares worth $951K. The position accounts for 0.16% of the portfolio, ranked #62.
Matthew Goff Investment Advisor first reported a position in IJJ in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.19M in Q2 2021. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Matthew Goff Investment Advisor held 6,436 shares of iShares S&P Mid-Cap 400 Value ETF worth $951K as of Q2 2026.
- Matthew Goff Investment Advisor left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.16% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #62 holding.
- Matthew Goff Investment Advisor first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 36 quarters since.
- Matthew Goff Investment Advisor's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.19M in Q2 2021.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.