Matthew Goff Investment Advisor’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.22M | Sell |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $931K | Hold |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $736K | Hold |
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|
2023
Q2 | $735K | Hold |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $797K | Hold |
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|
2022
Q3 | $713K | Hold |
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|
2022
Q2 | $739K | Hold |
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|
2022
Q1 | $892K | Hold |
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|
2021
Q4 | $915K | Hold |
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|
2021
Q3 | $872K | Hold |
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|
2021
Q2 | $856K | Hold |
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|
2021
Q1 | $790K | Hold |
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|
2020
Q4 | $705K | Hold |
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|
2020
Q3 | $599K | Sell |
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|
2020
Q2 | $637K | Hold |
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|
2020
Q1 | $562K | Hold |
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|
2019
Q4 | $797K | Hold |
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|
2019
Q3 | $744K | Hold |
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|
2019
Q2 | $726K | Hold |
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|
2019
Q1 | $683K | Hold |
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|
2018
Q4 | $615K | Hold |
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|
2018
Q3 | $702K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $756K | Hold |
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|
2017
Q4 | $767K | Hold |
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|
2017
Q3 | $720K | Buy |
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