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Matthew Goff Investment Advisor’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Matthew Goff Investment Advisor’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.07M Buy
43,069
+29
+0.1% +$4.6K 1.19% 29
2026
Q1 		$6.13M Sell
43,040
-2,514
-6% -$374K 1.02% 33
2025
Q4 		$6.77M Sell
45,554
-3,259
-7% -$481K 1.2% 28
2025
Q3 		$7.11M Buy
48,813
+33
+0.1% +$4.63K 1.22% 26
2025
Q2 		$6.59M Buy
48,780
+199
+0.4% +$24.8K 1.22% 24
2025
Q1 		$5.93M Sell
48,581
-6,803
-12% -$877K 1.09% 29
2024
Q4 		$7.12M Buy
55,384
+105
+0.2% +$13.6K 1.32% 22
2024
Q3 		$6.94M Buy
55,279
+9,292
+20% +$1.12M 1.32% 27
2024
Q2 		$5.46M Sell
45,987
-2,690
-6% -$309K 1.11% 29
2024
Q1 		$5.61M Sell
48,677
-5,839
-11% -$640K 1.14% 26
2023
Q4 		$5.74M Buy
54,516
+223
+0.4% +$21.9K 1.27% 25
2023
Q3 		$5.11M Buy
54,293
+2,742
+5% +$269K 1.23% 25
2023
Q2 		$5.04M Buy
51,551
+5,226
+11% +$483K 1.18% 25
2023
Q1 		$4.19M Buy
46,325
+32,152
+227% +$2.85M 1.04% 30
2022
Q4 		$1.2M Buy
14,173
+1,485
+12% +$127K 0.31% 51
2022
Q3 		$1.01M Buy
12,688
+953
+8% +$84.3K 0.29% 49
2022
Q2 		$983K Hold
11,735
– – 0.26% 48
2022
Q1 		$1.19M Buy
11,735
+260
+2% +$25.9K 0.28% 45
2021
Q4 		$1.23M Buy
11,475
+15
+0.1% +$1.57K 0.28% 46
2021
Q3 		$1.13M Buy
11,460
+4,822
+73% +$488K 0.28% 49
2021
Q2 		$656K Hold
6,638
– – 0.17% 61
2021
Q1 		$608K Sell
6,638
-5,520
-45% -$495K 0.17% 63
2020
Q4 		$1.05M Sell
12,158
-10
-0.1% -$810 0.31% 52
2020
Q3 		$919K Buy
12,168
+5,344
+78% +$399K 0.29% 50
2020
Q2 		$474K Hold
6,824
– – 0.16% 59
2020
Q1 		$390K Hold
6,824
– – 0.16% 47
2019
Q4 		$496K Sell
6,824
-374
-5% -$26K 0.18% 44
2019
Q3 		$483K Buy
+7,198
New +$482K 0.2% 45

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Matthew Goff Investment Advisor increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $4.6K and bringing the position to 43,069 shares worth $7.07M. The position accounts for 1.19% of the portfolio, ranked #29.

Matthew Goff Investment Advisor first reported a position in ITOT in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.12M in Q4 2024. 1,204 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Matthew Goff Investment Advisor held 43,069 shares of iShares Core S&P Total US Stock Market ETF worth $7.07M as of Q2 2026.
  • Matthew Goff Investment Advisor bought 29 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.6K.
  • iShares Core S&P Total US Stock Market ETF made up 1.19% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #29 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Matthew Goff Investment Advisor's iShares Core S&P Total US Stock Market ETF position peaked at $7.12M in Q4 2024.
  • 1,204 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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