MGIA
Matthew Goff Investment Advisor’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Buy |
48,780
+199
| +0.4% | +$26.9K | 1.22% | 24 |
|
|
2025
Q1 | $5.93M | Sell |
48,581
-6,803
| -12% | -$830K | 1.09% | 29 |
|
|
2024
Q4 | $7.12M | Buy |
55,384
+105
| +0.2% | +$13.5K | 1.32% | 22 |
|
|
2024
Q3 | $6.94M | Buy |
55,279
+9,292
| +20% | +$1.17M | 1.32% | 27 |
|
|
2024
Q2 | $5.46M | Sell |
45,987
-2,690
| -6% | -$320K | 1.11% | 29 |
|
|
2024
Q1 | $5.61M | Sell |
48,677
-5,839
| -11% | -$673K | 1.14% | 26 |
|
|
2023
Q4 | $5.74M | Buy |
54,516
+223
| +0.4% | +$23.5K | 1.27% | 25 |
|
|
2023
Q3 | $5.11M | Buy |
54,293
+2,742
| +5% | +$258K | 1.23% | 25 |
|
|
2023
Q2 | $5.04M | Buy |
51,551
+5,226
| +11% | +$511K | 1.18% | 25 |
|
|
2023
Q1 | $4.19M | Buy |
46,325
+32,152
| +227% | +$2.91M | 1.04% | 30 |
|
|
2022
Q4 | $1.2M | Buy |
14,173
+1,485
| +12% | +$126K | 0.31% | 51 |
|
|
2022
Q3 | $1.01M | Buy |
12,688
+953
| +8% | +$75.8K | 0.29% | 49 |
|
|
2022
Q2 | $983K | Hold |
11,735
| – | – | 0.26% | 48 |
|
|
2022
Q1 | $1.19M | Buy |
11,735
+260
| +2% | +$26.3K | 0.28% | 45 |
|
|
2021
Q4 | $1.23M | Buy |
11,475
+15
| +0.1% | +$1.61K | 0.28% | 46 |
|
|
2021
Q3 | $1.13M | Buy |
11,460
+4,822
| +73% | +$474K | 0.28% | 49 |
|
|
2021
Q2 | $656K | Hold |
6,638
| – | – | 0.17% | 61 |
|
|
2021
Q1 | $608K | Sell |
6,638
-5,520
| -45% | -$506K | 0.17% | 63 |
|
|
2020
Q4 | $1.05M | Sell |
12,158
-10
| -0.1% | -$862 | 0.31% | 52 |
|
|
2020
Q3 | $919K | Buy |
12,168
+5,344
| +78% | +$404K | 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% | -$27.2K | 0.18% | 44 |
|
|
2019
Q3 | $483K | Buy |
+7,198
| New | +$483K | 0.2% | 45 |
|