Matthew Goff Investment Advisor’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Hold	3,205	–	–	0.06%	80
2026 Q1	$322K	Buy	3,205 +6	+0.2%	+$616	0.05%	95
2025 Q4	$310K	Hold	3,199	–	–	0.05%	80
2025 Q3	$307K	Hold	3,199	–	–	0.05%	86
2025 Q2	$291K	Hold	3,199	–	–	0.05%	87
2025 Q1	$266K	Hold	3,199	–	–	0.05%	96
2024 Q4	$291K	Hold	3,199	–	–	0.05%	92
2024 Q3	$294K	Hold	3,199	–	–	0.06%	93
2024 Q2	$282K	Hold	3,199	–	–	0.06%	90
2024 Q1	$292K	Buy	+3,199	New	+$267K	0.06%	85
2023 Q3	–	Sell	-2,886	Closed	-$578K	–	91
2023 Q2	$578K	Buy	+2,886	New	+$206K	0.14%	69
2022 Q4	–	Sell	-3,199	Closed	-$202K	–	88
2022 Q3	$202K	Buy	+3,199	New	+$221K	0.06%	77
2022 Q2	–	Sell	-3,199	Closed	-$247K	–	81
2022 Q1	$247K	Buy	+3,199	New	+$247K	0.06%	73
2021 Q1	–	Sell	-5,300	Closed	-$383K	–	90
2020 Q4	$383K	Buy	+5,300	New	+$353K	0.11%	69
2019 Q1	–	Sell	-5,300	Closed	-$253K	–	53
2018 Q4	$253K	Hold	5,300	–	–	0.13%	48
2018 Q3	$309K	Sell	5,300 -68,160	-93%	-$3.96M	0.12%	61
2018 Q2	$2.02M	Buy	73,460 +68,160	+1,286%	+$3.81M	0.79%	37
2018 Q1	$289K	Hold	5,300	–	–	0.12%	65
2017 Q4	$286K	Sell	5,300 -308	-5%	-$16.2K	0.12%	65
2017 Q3	$284K	Buy	+5,608	New	+$276K	0.12%	66

Other funds holding IJK

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Matthew Goff Investment Advisor held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,205 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #80.

Matthew Goff Investment Advisor first reported a position in IJK in Q3 2017 and has held it in 20 quarters since. The position peaked at $2.02M in Q2 2018. 647 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Matthew Goff Investment Advisor held 3,205 shares of iShares S&P Mid-Cap 400 Growth ETF worth $377K as of Q2 2026.
Matthew Goff Investment Advisor left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #80 holding.
Matthew Goff Investment Advisor first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 20 quarters since.
Matthew Goff Investment Advisor's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.02M in Q2 2018.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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