Matthew Goff Investment Advisor’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.82M	Sell	25,060 -952	-4%	-$68K	0.31%	47
2026 Q1	$1.82M	Buy	+26,012	New	+$1.87M	0.3%	53
2025 Q4	–	Sell	-26,135	Closed	-$1.79M	–	99
2025 Q3	$1.79M	Buy	26,135 +510	+2%	+$35.6K	0.31%	50
2025 Q2	$1.81M	Sell	25,625 -746	-3%	-$52.5K	0.33%	48
2025 Q1	$1.89M	Buy	26,371 +591	+2%	+$40.1K	0.35%	52
2024 Q4	$1.69M	Buy	25,780 +177	+0.7%	+$12.2K	0.31%	53
2024 Q3	$1.81M	Buy	25,603 +1,496	+6%	+$103K	0.34%	51
2024 Q2	$1.59M	Buy	24,107 +4,700	+24%	+$312K	0.32%	53
2024 Q1	$1.31M	Buy	19,407 +9,165	+89%	+$597K	0.27%	52
2023 Q4	$655K	Buy	10,242 +303	+3%	+$18.9K	0.15%	67
2023 Q3	$618K	Buy	+9,939	New	+$657K	0.15%	67
2022 Q2	–	Sell	-3,141	Closed	-$210K	–	83
2022 Q1	$210K	Hold	3,141	–	–	0.05%	79
2021 Q4	$210K	Buy	+3,141	New	+$197K	0.05%	83
2018 Q2	–	Sell	-5,337	Closed	-$212K	–	77
2018 Q1	$212K	Hold	5,337	–	–	0.09%	70
2017 Q4	$225K	Hold	5,337	–	–	0.1%	69
2017 Q3	$215K	Buy	+5,337	New	+$216K	0.09%	69

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCH

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

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

Matthew Goff Investment Advisor reduced its iShares US Consumer Staples ETF (IYK) stake by 3.7% in Q2 2026, selling an estimated $68K and leaving 25,060 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #47.

Matthew Goff Investment Advisor first reported a position in IYK in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.89M in Q1 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Matthew Goff Investment Advisor held 25,060 shares of iShares US Consumer Staples ETF worth $1.82M as of Q2 2026.
Matthew Goff Investment Advisor sold 952 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $68K.
iShares US Consumer Staples ETF made up 0.31% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #47 holding.
Matthew Goff Investment Advisor first reported a position in iShares US Consumer Staples ETF in Q3 2017 and has held it in 16 quarters since.
Matthew Goff Investment Advisor's iShares US Consumer Staples ETF position peaked at $1.89M in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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