Matthew Goff Investment Advisor’s iShares US Financials ETF IYF Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.15M	Sell	9,146 -84	-0.9%	-$11.3K	0.17%	67
2026 Q2	$1.18M	Hold	9,230	–	–	0.2%	56
2026 Q1	$1.09M	Buy	+9,230	New	+$1.15M	0.18%	68
2025 Q4	–	Sell	-9,669	Closed	-$1.22M	–	97
2025 Q3	$1.22M	Sell	9,669 -26	-0.3%	-$3.22K	0.21%	55
2025 Q2	$1.17M	Hold	9,695	–	–	0.22%	55
2025 Q1	$1.09M	Hold	9,695	–	–	0.2%	60
2024 Q4	$1.07M	Hold	9,695	–	–	0.2%	61
2024 Q3	$1.01M	Sell	9,695 -150	-2%	-$15K	0.19%	62
2024 Q2	$931K	Hold	9,845	–	–	0.19%	63
2024 Q1	$942K	Buy	9,845 +399	+4%	+$35.5K	0.19%	59
2023 Q4	$807K	Sell	9,446 -404	-4%	-$31.5K	0.18%	64
2023 Q3	$736K	Hold	9,850	–	–	0.18%	64
2023 Q2	$735K	Hold	9,850	–	–	0.17%	66
2023 Q1	$701K	Sell	9,850 -708	-7%	-$54.5K	0.17%	63
2022 Q4	$797K	Hold	10,558	–	–	0.21%	58
2022 Q3	$713K	Hold	10,558	–	–	0.2%	53
2022 Q2	$739K	Hold	10,558	–	–	0.2%	56
2022 Q1	$892K	Hold	10,558	–	–	0.21%	51
2021 Q4	$915K	Hold	10,558	–	–	0.21%	53
2021 Q3	$872K	Hold	10,558	–	–	0.21%	57
2021 Q2	$856K	Hold	10,558	–	–	0.22%	56
2021 Q1	$790K	Hold	10,558	–	–	0.22%	59
2020 Q4	$705K	Hold	10,558	–	–	0.21%	57
2020 Q3	$599K	Sell	10,558 -1,006	-9%	-$57.7K	0.19%	56
2020 Q2	$637K	Hold	11,564	–	–	0.21%	54
2020 Q1	$562K	Hold	11,564	–	–	0.24%	40
2019 Q4	$797K	Hold	11,564	–	–	0.3%	40
2019 Q3	$744K	Hold	11,564	–	–	0.31%	40
2019 Q2	$726K	Hold	11,564	–	–	0.31%	38
2019 Q1	$683K	Hold	11,564	–	–	0.32%	37
2018 Q4	$615K	Hold	11,564	–	–	0.31%	37
2018 Q3	$702K	Buy	+11,564	New	+$708K	0.28%	47
2018 Q2	–	Sell	-12,838	Closed	-$756K	–	76
2018 Q1	$756K	Hold	12,838	–	–	0.32%	47
2017 Q4	$767K	Hold	12,838	–	–	0.33%	48
2017 Q3	$720K	Buy	+12,838	New	+$700K	0.31%	50

Other funds holding IYF

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MCM

Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Matthew Goff Investment Advisor's IYF Position: Q3 2026 in Review

Matthew Goff Investment Advisor reduced its iShares US Financials ETF (IYF) stake by 0.91% in Q3 2026, selling an estimated $11.3K and leaving 9,146 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #67.

Matthew Goff Investment Advisor first reported a position in IYF in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.22M in Q3 2025. 25 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Matthew Goff Investment Advisor held 9,146 shares of iShares US Financials ETF worth $1.15M as of Q3 2026.
Matthew Goff Investment Advisor sold 84 iShares US Financials ETF shares in Q3 2026, an estimated $11.3K.
iShares US Financials ETF made up 0.17% of Matthew Goff Investment Advisor's portfolio in Q3 2026, its #67 holding.
Matthew Goff Investment Advisor first reported a position in iShares US Financials ETF in Q3 2017 and has held it in 35 quarters since.
Matthew Goff Investment Advisor's iShares US Financials ETF position peaked at $1.22M in Q3 2025.
25 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2026, filed 13 Oct 2026.