Matthew Goff Investment Advisor’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Hold	1,549	–	–	0.04%	85
2026 Q1	$228K	Buy	+1,549	New	+$240K	0.04%	103
2025 Q4	–	Sell	-1,620	Closed	-$236K	–	98
2025 Q3	$236K	Sell	1,620 -26	-2%	-$3.77K	0.04%	91
2025 Q2	$234K	Hold	1,646	–	–	0.04%	92
2025 Q1	$214K	Hold	1,646	–	–	0.04%	101
2024 Q4	$220K	Hold	1,646	–	–	0.04%	98
2024 Q3	$220K	Buy	+1,646	New	+$207K	0.04%	98
2024 Q2	–	Sell	-1,778	Closed	-$223K	–	98
2024 Q1	$223K	Sell	1,778 -50	-3%	-$5.91K	0.05%	92
2023 Q4	$209K	Buy	+1,828	New	+$191K	0.05%	90
2023 Q3	–	Sell	-1,931	Closed	-$205K	–	92
2023 Q2	$205K	Buy	+1,931	New	+$193K	0.05%	92
2022 Q2	–	Sell	-1,960	Closed	-$207K	–	82
2022 Q1	$207K	Hold	1,960	–	–	0.05%	80
2021 Q4	$221K	Hold	1,960	–	–	0.05%	79
2021 Q3	$210K	Hold	1,960	–	–	0.05%	90
2021 Q2	$218K	Hold	1,960	–	–	0.06%	87
2021 Q1	$207K	Buy	+1,960	New	+$197K	0.06%	88

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return