MGIA
Matthew Goff Investment Advisor’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Hold |
4,387
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $825K | Hold |
4,387
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $812K | Sell |
4,387
-5
| -0.1% | -$926 | 0.15% | 67 |
|
|
2024
Q3 | $834K | Sell |
4,392
-18
| -0.4% | -$3.42K | 0.16% | 68 |
|
|
2024
Q2 | $769K | Sell |
4,410
-321
| -7% | -$56K | 0.16% | 68 |
|
|
2024
Q1 | $847K | Sell |
4,731
-32
| -0.7% | -$5.73K | 0.17% | 63 |
|
|
2023
Q4 | $787K | Hold |
4,763
| – | – | 0.17% | 65 |
|
|
2023
Q3 | $723K | Hold |
4,763
| – | – | 0.17% | 65 |
|
|
2023
Q2 | $752K | Hold |
4,763
| – | – | 0.18% | 65 |
|
|
2023
Q1 | $725K | Buy |
4,763
+1
| +0% | +$152 | 0.18% | 62 |
|
|
2022
Q4 | $722K | Sell |
4,762
-4
| -0.1% | -$607 | 0.19% | 60 |
|
|
2022
Q3 | $648K | Hold |
4,766
| – | – | 0.19% | 56 |
|
|
2022
Q2 | $691K | Hold |
4,766
| – | – | 0.19% | 58 |
|
|
2022
Q1 | $791K | Hold |
4,766
| – | – | 0.19% | 52 |
|
|
2021
Q4 | $800K | Sell |
4,766
-24
| -0.5% | -$4.03K | 0.18% | 54 |
|
|
2021
Q3 | $750K | Hold |
4,790
| – | – | 0.18% | 58 |
|
|
2021
Q2 | $760K | Sell |
4,790
-12
| -0.2% | -$1.9K | 0.19% | 59 |
|
|
2021
Q1 | $728K | Sell |
4,802
-160
| -3% | -$24.3K | 0.21% | 60 |
|
|
2020
Q4 | $678K | Hold |
4,962
| – | – | 0.2% | 58 |
|
|
2020
Q3 | $586K | Sell |
4,962
-91
| -2% | -$10.7K | 0.19% | 57 |
|
|
2020
Q2 | $569K | Hold |
5,053
| – | – | 0.19% | 58 |
|
|
2020
Q1 | $501K | Hold |
5,053
| – | – | 0.21% | 42 |
|
|
2019
Q4 | $690K | Sell |
5,053
-251
| -5% | -$34.3K | 0.26% | 41 |
|
|
2019
Q3 | $680K | Buy |
5,304
+115
| +2% | +$14.7K | 0.28% | 41 |
|
|
2019
Q2 | $660K | Buy |
5,189
+309
| +6% | +$39.3K | 0.28% | 39 |
|
|
2019
Q1 | $603K | Buy |
4,880
+310
| +7% | +$38.3K | 0.28% | 39 |
|
|
2018
Q4 | $507K | Buy |
4,570
+25
| +0.6% | +$2.77K | 0.26% | 38 |
|
|
2018
Q3 | $575K | Buy |
4,545
+2,968
| +188% | +$375K | 0.23% | 52 |
|
|
2018
Q2 | $227K | Sell |
1,577
-2,989
| -65% | -$430K | 0.09% | 69 |
|
|
2018
Q1 | $548K | Buy |
4,566
+410
| +10% | +$49.2K | 0.23% | 52 |
|
|
2017
Q4 | $517K | Buy |
4,156
+265
| +7% | +$33K | 0.22% | 52 |
|
|
2017
Q3 | $461K | Buy |
+3,891
| New | +$461K | 0.2% | 54 |
|