Matthew Goff Investment Advisor’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $893K | Hold |
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|
2025
Q2 | $852K | Hold |
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|
2025
Q1 | $825K | Hold |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $787K | Hold |
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|
2023
Q3 | $723K | Hold |
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|
2023
Q2 | $752K | Hold |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $722K | Sell |
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|
2022
Q3 | $648K | Hold |
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|
2022
Q2 | $691K | Hold |
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $750K | Hold |
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|
2021
Q2 | $760K | Sell |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $678K | Hold |
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|
2020
Q3 | $586K | Sell |
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|
2020
Q2 | $569K | Hold |
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|
2020
Q1 | $501K | Hold |
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|
2019
Q4 | $690K | Sell |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $660K | Buy |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $575K | Buy |
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|
2018
Q2 | $227K | Sell |
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|
2018
Q1 | $548K | Buy |
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|
2017
Q4 | $517K | Buy |
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|
2017
Q3 | $461K | Buy |
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