MGIA
IVE icon

Matthew Goff Investment Advisor’s iShares S&P 500 Value ETF IVE Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Sell
82,021
-1,181
-1% -$264K 3.14% 9
2026
Q1 		$17.6M Sell
83,202
-1,039
-1% -$225K 2.93% 8
2025
Q4 		$17.9M Sell
84,241
-477
-0.6% -$100K 3.17% 9
2025
Q3 		$17.5M Sell
84,718
-274
-0.3% -$55K 2.99% 10
2025
Q2 		$16.6M Sell
84,992
-3,948
-4% -$735K 3.07% 10
2025
Q1 		$17M Buy
88,940
+663
+0.8% +$128K 3.13% 9
2024
Q4 		$16.9M Buy
88,277
+29
+0% +$5.75K 3.13% 10
2024
Q3 		$17.4M Sell
88,248
-256
-0.3% -$48.6K 3.31% 8
2024
Q2 		$16.1M Buy
88,504
+2,266
+3% +$413K 3.29% 8
2024
Q1 		$16.1M Buy
86,238
+2,961
+4% +$526K 3.26% 8
2023
Q4 		$14.5M Sell
83,277
-1,206
-1% -$194K 3.21% 9
2023
Q3 		$13M Sell
84,483
-20
-0% -$3.23K 3.13% 8
2023
Q2 		$13.6M Buy
84,503
+3,217
+4% +$495K 3.2% 9
2023
Q1 		$12.3M Sell
81,286
-1,072
-1% -$162K 3.06% 11
2022
Q4 		$11.9M Buy
82,358
+377
+0.5% +$53.8K 3.11% 11
2022
Q3 		$10.5M Sell
81,981
-261
-0.3% -$37K 3.01% 11
2022
Q2 		$11.3M Sell
82,242
-12,168
-13% -$1.8M 3.04% 12
2022
Q1 		$14.7M Buy
94,410
+30,260
+47% +$4.66M 3.45% 8
2021
Q4 		$10M Sell
64,150
-8,020
-11% -$1.22M 2.3% 15
2021
Q3 		$10.5M Buy
72,170
+2,209
+3% +$329K 2.57% 14
2021
Q2 		$10.3M Buy
69,961
+4,644
+7% +$684K 2.62% 14
2021
Q1 		$9.22M Sell
65,317
-1,010
-2% -$136K 2.6% 14
2020
Q4 		$8.49M Buy
66,327
+4,185
+7% +$506K 2.53% 14
2020
Q3 		$6.99M Buy
62,142
+1,285
+2% +$146K 2.23% 19
2020
Q2 		$6.58M Sell
60,857
-790
-1% -$83.8K 2.16% 16
2020
Q1 		$5.93M Buy
61,647
+20,313
+49% +$2.42M 2.5% 16
2019
Q4 		$5.38M Buy
41,334
+7,268
+21% +$904K 1.99% 23
2019
Q3 		$4.06M Buy
34,066
+1,761
+5% +$207K 1.68% 24
2019
Q2 		$3.77M Buy
32,305
+13,085
+68% +$1.5M 1.61% 25
2019
Q1 		$2.17M Buy
19,220
+1,648
+9% +$181K 1% 28
2018
Q4 		$1.78M Sell
17,572
-714
-4% -$78.1K 0.9% 28
2018
Q3 		$2.12M Buy
18,286
+8,523
+87% +$978K 0.85% 35
2018
Q2 		$1.59M Sell
9,763
-9,905
-50% -$1.1M 0.62% 40
2018
Q1 		$2.15M Sell
19,668
-180
-0.9% -$20.6K 0.9% 34
2017
Q4 		$2.27M Sell
19,848
-53
-0.3% -$5.87K 0.98% 34
2017
Q3 		$2.15M Buy
+19,901
New +$2.11M 0.92% 34

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Matthew Goff Investment Advisor reduced its iShares S&P 500 Value ETF (IVE) stake by 1.4% in Q2 2026, selling an estimated $264K and leaving 82,021 shares worth $18.6M. The position accounts for 3.14% of the portfolio, ranked #9.

Matthew Goff Investment Advisor first reported a position in IVE in Q3 2017 and has held it in 36 quarters since. 384 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Matthew Goff Investment Advisor held 82,021 shares of iShares S&P 500 Value ETF worth $18.6M as of Q2 2026.
  • Matthew Goff Investment Advisor sold 1,181 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $264K.
  • iShares S&P 500 Value ETF made up 3.14% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #9 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares S&P 500 Value ETF in Q3 2017 and has held it in 36 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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