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Matthew Goff Investment Advisor’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Sell
5,584
-856
-13% -$103K 0.12% 65
2026
Q1 		$687K Sell
6,440
-88
-1% -$9.99K 0.11% 79
2025
Q4 		$772K Sell
6,528
-120
-2% -$14.2K 0.14% 60
2025
Q3 		$778K Hold
6,648
– – 0.13% 65
2025
Q2 		$706K Hold
6,648
– – 0.13% 66
2025
Q1 		$600K Hold
6,648
– – 0.11% 73
2024
Q4 		$667K Sell
6,648
-4
-0.1% -$393 0.12% 73
2024
Q3 		$624K Hold
6,652
– – 0.12% 73
2024
Q2 		$606K Sell
6,652
-588
-8% -$50.2K 0.12% 72
2024
Q1 		$610K Sell
7,240
-300
-4% -$24.2K 0.12% 66
2023
Q4 		$572K Hold
7,540
– – 0.13% 68
2023
Q3 		$501K Hold
7,540
– – 0.12% 69
2023
Q2 		$519K Hold
7,540
– – 0.12% 71
2023
Q1 		$461K Hold
7,540
– – 0.11% 69
2022
Q4 		$404K Hold
7,540
– – 0.11% 73
2022
Q3 		$397K Hold
7,540
– – 0.11% 66
2022
Q2 		$412K Hold
7,540
– – 0.11% 66
2022
Q1 		$523K Sell
7,540
-372
-5% -$25.4K 0.12% 59
2021
Q4 		$604K Sell
7,912
-28
-0.4% -$2.08K 0.14% 56
2021
Q3 		$544K Hold
7,940
– – 0.13% 64
2021
Q2 		$539K Hold
7,940
– – 0.14% 66
2021
Q1 		$482K Sell
7,940
-260
-3% -$15.8K 0.14% 67
2020
Q4 		$494K Hold
8,200
– – 0.15% 64
2020
Q3 		$445K Sell
8,200
-128
-2% -$6.74K 0.14% 61
2020
Q2 		$400K Hold
8,328
– – 0.13% 63
2020
Q1 		$314K Hold
8,328
– – 0.13% 49
2019
Q4 		$366K Sell
8,328
-164
-2% -$6.85K 0.14% 48
2019
Q3 		$339K Buy
8,492
+196
+2% +$7.86K 0.14% 50
2019
Q2 		$326K Buy
8,296
+568
+7% +$22K 0.14% 48
2019
Q1 		$292K Buy
7,728
+1,336
+21% +$48K 0.13% 47
2018
Q4 		$209K Buy
6,392
+84
+1% +$2.96K 0.11% 51
2018
Q3 		$246K Buy
+6,308
New +$239K 0.1% 64
2018
Q2 		– Sell
-6,376
Closed -$217K – 75
2018
Q1 		$217K Buy
+6,376
New +$224K 0.09% 68

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Matthew Goff Investment Advisor's IWF Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $103K and leaving 5,584 shares worth $693K. The position accounts for 0.12% of the portfolio, ranked #65.

Matthew Goff Investment Advisor first reported a position in IWF in Q1 2018 and has held it in 33 quarters since. The position peaked at $778K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Matthew Goff Investment Advisor held 5,584 shares of iShares Russell 1000 Growth ETF worth $693K as of Q2 2026.
  • Matthew Goff Investment Advisor sold 856 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #65 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Matthew Goff Investment Advisor's iShares Russell 1000 Growth ETF position peaked at $778K in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.