Matthew Goff Investment Advisor’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.9M | Sell |
28,385
-1,599
| -5% | -$211K | 0.66% | 37 |
|
|
2026
Q1 | $3.39M | Sell |
29,984
-369
| -1% | -$44.4K | 0.57% | 45 |
|
|
2025
Q4 | $3.74M | Sell |
30,353
-343
| -1% | -$42K | 0.66% | 37 |
|
|
2025
Q3 | $3.71M | Sell |
30,696
-222
| -0.7% | -$25.5K | 0.63% | 38 |
|
|
2025
Q2 | $3.4M | Hold |
30,918
| – | – | 0.63% | 37 |
|
|
2025
Q1 | $2.87M | Buy |
30,918
+1,484
| +5% | +$150K | 0.53% | 43 |
|
|
2024
Q4 | $2.99M | Buy |
29,434
+1
| +0% | +$100 | 0.56% | 42 |
|
|
2024
Q3 | $2.82M | Sell |
29,433
-11
| -0% | -$1.02K | 0.54% | 42 |
|
|
2024
Q2 | $2.72M | Buy |
29,444
+1
| +0% | +$86 | 0.56% | 41 |
|
|
2024
Q1 | $2.49M | Buy |
29,443
+726
| +3% | +$58.3K | 0.5% | 43 |
|
|
2023
Q4 | $2.16M | Sell |
28,717
-866
| -3% | -$61.6K | 0.48% | 45 |
|
|
2023
Q3 | $2.02M | Sell |
29,583
-140
| -0.5% | -$9.91K | 0.49% | 42 |
|
|
2023
Q2 | $2.09M | Sell |
29,723
-650
| -2% | -$43K | 0.49% | 43 |
|
|
2023
Q1 | $1.94M | Sell |
30,373
-528
| -2% | -$32.3K | 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 | $1.86M | Sell |
30,901
-119
| -0.4% | -$7.88K | 0.5% | 39 |
|
|
2022
Q1 | $2.37M | Sell |
31,020
-245
| -0.8% | -$18.4K | 0.56% | 37 |
|
|
2021
Q4 | $2.62M | Sell |
31,265
-605
| -2% | -$48.7K | 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% | -$8.79K | 0.59% | 38 |
|
|
2020
Q4 | $2.04M | Sell |
32,006
-442
| -1% | -$26.8K | 0.61% | 35 |
|
|
2020
Q3 | $1.88M | Sell |
32,448
-980
| -3% | -$55.5K | 0.6% | 35 |
|
|
2020
Q2 | $1.73M | Sell |
33,428
-748
| -2% | -$35.9K | 0.57% | 38 |
|
|
2020
Q1 | $1.41M | Sell |
34,176
-528
| -2% | -$25K | 0.59% | 34 |
|
|
2019
Q4 | $1.68M | Sell |
34,704
-80
| -0.2% | -$3.71K | 0.62% | 33 |
|
|
2019
Q3 | $1.57M | Sell |
34,784
-796
| -2% | -$36K | 0.65% | 32 |
|
|
2019
Q2 | $1.59M | Sell |
35,580
-268
| -0.7% | -$11.8K | 0.68% | 31 |
|
|
2019
Q1 | $1.54M | Sell |
35,848
-176
| -0.5% | -$7.21K | 0.71% | 30 |
|
|
2018
Q4 | $1.36M | Sell |
36,024
-2,908
| -7% | -$118K | 0.69% | 30 |
|
|
2018
Q3 | $1.72M | Buy |
38,932
+20,528
| +112% | +$882K | 0.69% | 38 |
|
|
2018
Q2 | $550K | Sell |
18,404
-21,120
| -53% | -$848K | 0.22% | 54 |
|
|
2018
Q1 | $1.53M | Sell |
39,524
-148
| -0.4% | -$5.9K | 0.64% | 39 |
|
|
2017
Q4 | $1.51M | Sell |
39,672
-636
| -2% | -$23.8K | 0.65% | 39 |
|
|
2017
Q3 | $1.45M | Buy |
+40,308
| New | +$1.42M | 0.62% | 40 |
|
Other funds holding IVW
Matthew Goff Investment Advisor's IVW Position: Q2 2026 in Review
Matthew Goff Investment Advisor reduced its iShares S&P 500 Growth ETF (IVW) stake by 5.3% in Q2 2026, selling an estimated $211K and leaving 28,385 shares worth $3.9M. The position accounts for 0.66% of the portfolio, ranked #37.
Matthew Goff Investment Advisor first reported a position in IVW in Q3 2017 and has held it in 36 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Matthew Goff Investment Advisor held 28,385 shares of iShares S&P 500 Growth ETF worth $3.9M as of Q2 2026.
- Matthew Goff Investment Advisor sold 1,599 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $211K.
- iShares S&P 500 Growth ETF made up 0.66% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #37 holding.
- Matthew Goff Investment Advisor first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and has held it in 36 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.