Matthew Goff Investment Advisor’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,345	Closed	-$202K	–	99
2025 Q2	$202K	Buy	+1,345	New	+$182K	0.04%	95
2022 Q1	–	Sell	-1,863	Closed	-$215K	–	84
2021 Q4	$215K	Buy	+1,863	New	+$208K	0.05%	81

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Matthew Goff Investment Advisor's IUSG Position: Q3 2025 in Review

Matthew Goff Investment Advisor sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 1,345 shares — an estimated $202K sold.

Matthew Goff Investment Advisor first reported a position in IUSG in Q4 2021 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 822 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Matthew Goff Investment Advisor reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Matthew Goff Investment Advisor sold 1,345 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $202K.
Matthew Goff Investment Advisor first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 2 quarters.
Matthew Goff Investment Advisor's iShares Core S&P US Growth ETF position peaked at $215K in Q4 2021.
822 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2025, filed 15 Oct 2025.