MGIA
Matthew Goff Investment Advisor’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Hold |
30,918
| – | – | 0.63% | 37 |
|
|
2025
Q1 | $2.87M | Buy |
30,918
+1,484
| +5% | +$138K | 0.53% | 43 |
|
|
2024
Q4 | $2.99M | Buy |
29,434
+1
| +0% | +$102 | 0.56% | 42 |
|
|
2024
Q3 | $2.82M | Sell |
29,433
-11
| -0% | -$1.05K | 0.54% | 42 |
|
|
2024
Q2 | $2.72M | Buy |
29,444
+1
| +0% | +$93 | 0.56% | 41 |
|
|
2024
Q1 | $2.49M | Buy |
29,443
+726
| +3% | +$61.3K | 0.5% | 43 |
|
|
2023
Q4 | $2.16M | Sell |
28,717
-866
| -3% | -$65K | 0.48% | 45 |
|
|
2023
Q3 | $2.02M | Sell |
29,583
-140
| -0.5% | -$9.58K | 0.49% | 42 |
|
|
2023
Q2 | $2.09M | Sell |
29,723
-650
| -2% | -$45.8K | 0.49% | 43 |
|
|
2023
Q1 | $1.94M | Sell |
30,373
-528
| -2% | -$33.7K | 0.48% | 43 |
|
|
2022
Q4 | $1.81M | Hold |
30,901
| – | – | 0.47% | 42 |
|
|
2022
Q3 | $1.79M | Hold |
30,901
| – | – | 0.51% | 39 |
|
|
2022
Q2 | $1.87M | Sell |
30,901
-119
| -0.4% | -$7.18K | 0.5% | 39 |
|
|
2022
Q1 | $2.37M | Sell |
31,020
-245
| -0.8% | -$18.7K | 0.56% | 37 |
|
|
2021
Q4 | $2.62M | Sell |
31,265
-605
| -2% | -$50.6K | 0.6% | 35 |
|
|
2021
Q3 | $2.36M | Hold |
31,870
| – | – | 0.58% | 35 |
|
|
2021
Q2 | $2.32M | Hold |
31,870
| – | – | 0.59% | 34 |
|
|
2021
Q1 | $2.08M | Sell |
31,870
-136
| -0.4% | -$8.86K | 0.59% | 38 |
|
|
2020
Q4 | $2.04M | Buy |
32,006
+23,894
| +295% | +$1.53M | 0.61% | 35 |
|
|
2020
Q3 | $1.88M | Sell |
8,112
-245
| -3% | -$56.6K | 0.6% | 35 |
|
|
2020
Q2 | $1.73M | Sell |
8,357
-187
| -2% | -$38.8K | 0.57% | 38 |
|
|
2020
Q1 | $1.41M | Sell |
8,544
-132
| -2% | -$21.8K | 0.59% | 34 |
|
|
2019
Q4 | $1.68M | Sell |
8,676
-20
| -0.2% | -$3.87K | 0.62% | 33 |
|
|
2019
Q3 | $1.57M | Sell |
8,696
-199
| -2% | -$35.8K | 0.65% | 32 |
|
|
2019
Q2 | $1.59M | Sell |
8,895
-67
| -0.7% | -$12K | 0.68% | 31 |
|
|
2019
Q1 | $1.55M | Sell |
8,962
-44
| -0.5% | -$7.59K | 0.71% | 30 |
|
|
2018
Q4 | $1.36M | Sell |
9,006
-727
| -7% | -$110K | 0.69% | 30 |
|
|
2018
Q3 | $1.72M | Buy |
9,733
+5,132
| +112% | +$909K | 0.69% | 38 |
|
|
2018
Q2 | $550K | Sell |
4,601
-5,280
| -53% | -$631K | 0.22% | 54 |
|
|
2018
Q1 | $1.53M | Sell |
9,881
-37
| -0.4% | -$5.74K | 0.64% | 39 |
|
|
2017
Q4 | $1.52M | Sell |
9,918
-159
| -2% | -$24.3K | 0.65% | 39 |
|
|
2017
Q3 | $1.45M | Buy |
+10,077
| New | +$1.45M | 0.62% | 40 |
|