MGIA
Matthew Goff Investment Advisor’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
25,625
-746
| -3% | -$52.6K | 0.33% | 48 |
|
|
2025
Q1 | $1.89M | Buy |
26,371
+591
| +2% | +$42.3K | 0.35% | 52 |
|
|
2024
Q4 | $1.69M | Buy |
25,780
+177
| +0.7% | +$11.6K | 0.31% | 53 |
|
|
2024
Q3 | $1.81M | Buy |
25,603
+1,496
| +6% | +$106K | 0.34% | 51 |
|
|
2024
Q2 | $1.59M | Buy |
24,107
+4,700
| +24% | +$309K | 0.32% | 53 |
|
|
2024
Q1 | $1.31M | Buy |
19,407
+15,993
| +468% | +$1.08M | 0.27% | 52 |
|
|
2023
Q4 | $655K | Buy |
3,414
+101
| +3% | +$19.4K | 0.15% | 67 |
|
|
2023
Q3 | $618K | Buy |
+3,313
| New | +$618K | 0.15% | 67 |
|
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$210K | – | 83 |
|
|
2022
Q1 | $210K | Hold |
1,047
| – | – | 0.05% | 79 |
|
|
2021
Q4 | $210K | Buy |
+1,047
| New | +$210K | 0.05% | 83 |
|
|
2018
Q2 | – | Sell |
-1,779
| Closed | -$212K | – | 77 |
|
|
2018
Q1 | $212K | Hold |
1,779
| – | – | 0.09% | 70 |
|
|
2017
Q4 | $225K | Hold |
1,779
| – | – | 0.1% | 69 |
|
|
2017
Q3 | $215K | Buy |
+1,779
| New | +$215K | 0.09% | 69 |
|