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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Matthew Goff Investment Advisor held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 1,549 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #85.

Matthew Goff Investment Advisor first reported a position in IYJ in Q1 2021 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Matthew Goff Investment Advisor held 1,549 shares of iShares US Industrials ETF worth $258K as of Q2 2026.
Matthew Goff Investment Advisor left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.04% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #85 holding.
Matthew Goff Investment Advisor first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 15 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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