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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Hold |
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|
2025
Q2 | $822K | Hold |
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|
2025
Q1 | $797K | Hold |
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|
2024
Q4 | $832K | Hold |
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|
2024
Q3 | $823K | Hold |
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|
2024
Q2 | $755K | Hold |
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|
2024
Q1 | $787K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $919K | Hold |
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|
2023
Q2 | $970K | Hold |
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|
2023
Q1 | $929K | Hold |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $620K | Sell |
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|
2020
Q3 | $801K | Hold |
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|
2020
Q2 | $775K | Hold |
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|
2020
Q1 | $630K | Hold |
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|
2019
Q4 | $928K | Hold |
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|
2019
Q3 | $872K | Sell |
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|
2019
Q2 | $879K | Hold |
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|
2019
Q1 | $860K | Buy |
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|
2018
Q4 | $502K | Sell |
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|
2018
Q3 | $643K | Buy |
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|
2018
Q2 | $298K | Sell |
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|
2018
Q1 | $680K | Hold |
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|
2017
Q4 | $705K | Hold |
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|
2017
Q3 | $672K | Buy |
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