MGIA
Matthew Goff Investment Advisor’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$292K | 0.06% | 85 |
|
|
2023
Q3 | – | Sell |
-2,886
| Closed | -$578K | – | 91 |
|
|
2023
Q2 | $578K | Buy |
+2,886
| New | +$578K | 0.14% | 69 |
|
|
2022
Q4 | – | Sell |
-3,199
| Closed | -$202K | – | 88 |
|
|
2022
Q3 | $202K | Buy |
+3,199
| New | +$202K | 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 | +$383K | 0.11% | 69 |
|
|
2019
Q1 | – | Sell |
-1,325
| Closed | -$253K | – | 53 |
|
|
2018
Q4 | $253K | Hold |
1,325
| – | – | 0.13% | 48 |
|
|
2018
Q3 | $309K | Sell |
1,325
-17,040
| -93% | -$3.97M | 0.12% | 61 |
|
|
2018
Q2 | $2.02M | Buy |
18,365
+17,040
| +1,286% | +$1.88M | 0.79% | 37 |
|
|
2018
Q1 | $289K | Hold |
1,325
| – | – | 0.12% | 65 |
|
|
2017
Q4 | $286K | Sell |
1,325
-77
| -5% | -$16.6K | 0.12% | 65 |
|
|
2017
Q3 | $284K | Buy |
+1,402
| New | +$284K | 0.12% | 66 |
|