MGIA
Matthew Goff Investment Advisor’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
593
| – | – | 0.07% | 82 |
|
|
2025
Q1 | $333K | Sell |
593
-15
| -2% | -$8.43K | 0.06% | 88 |
|
|
2024
Q4 | $358K | Sell |
608
-11
| -2% | -$6.48K | 0.07% | 85 |
|
|
2024
Q3 | $357K | Buy |
619
+59
| +11% | +$34K | 0.07% | 85 |
|
|
2024
Q2 | $306K | Buy |
560
+111
| +25% | +$60.7K | 0.06% | 88 |
|
|
2024
Q1 | $236K | Buy |
+449
| New | +$236K | 0.05% | 89 |
|