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Matthew Goff Investment Advisor’s iShares US Real Estate ETF IYR Stock Holding History

Matthew Goff Investment Advisor’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.67M Buy
+65,266
New +$6.62M 1.13% 30
2026
Q1 		– Sell
-68,864
Closed -$6.47M – 111
2025
Q4 		$6.47M Sell
68,864
-373
-0.5% -$35.5K 1.15% 29
2025
Q3 		$6.72M Sell
69,237
-59
-0.1% -$5.68K 1.15% 30
2025
Q2 		$6.57M Sell
69,296
-846
-1% -$78.9K 1.21% 25
2025
Q1 		$6.72M Buy
70,142
+142
+0.2% +$13.5K 1.24% 27
2024
Q4 		$6.51M Buy
70,000
+287
+0.4% +$28.3K 1.21% 25
2024
Q3 		$7.1M Buy
69,713
+1,586
+2% +$153K 1.35% 26
2024
Q2 		$5.98M Buy
68,127
+5,879
+9% +$504K 1.22% 26
2024
Q1 		$5.6M Buy
62,248
+6,736
+12% +$596K 1.13% 27
2023
Q4 		$5.07M Sell
55,512
-679
-1% -$55.6K 1.13% 26
2023
Q3 		$4.39M Buy
56,191
+444
+0.8% +$37.8K 1.06% 29
2023
Q2 		$4.82M Sell
55,747
-1,150
-2% -$96.6K 1.13% 26
2023
Q1 		$4.83M Sell
56,897
-2,513
-4% -$220K 1.2% 25
2022
Q4 		$5M Sell
59,410
-168
-0.3% -$14.1K 1.3% 24
2022
Q3 		$4.85M Sell
59,578
-143
-0.2% -$13.5K 1.39% 25
2022
Q2 		$5.49M Sell
59,721
-129
-0.2% -$12.9K 1.48% 25
2022
Q1 		$6.48M Sell
59,850
-451
-0.7% -$47.6K 1.52% 24
2021
Q4 		$7M Sell
60,301
-977
-2% -$107K 1.6% 24
2021
Q3 		$6.27M Sell
61,278
-438
-0.7% -$46.6K 1.54% 22
2021
Q2 		$6.29M Sell
61,716
-22,651
-27% -$2.25M 1.6% 22
2021
Q1 		$7.76M Buy
84,367
+70,785
+521% +$6.21M 2.19% 15
2020
Q4 		$1.16M Buy
+13,582
New +$1.13M 0.35% 48

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

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

Matthew Goff Investment Advisor opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 65,266 shares worth $6.67M. The stake represents 1.13% of the portfolio and ranks #30 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in IYR as recently as Q4 2025.

Matthew Goff Investment Advisor first reported a position in IYR in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.76M in Q1 2021. 186 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Matthew Goff Investment Advisor held 65,266 shares of iShares US Real Estate ETF worth $6.67M as of Q2 2026.
  • iShares US Real Estate ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • iShares US Real Estate ETF made up 1.13% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #30 holding.
  • Matthew Goff Investment Advisor first reported a position in iShares US Real Estate ETF in Q4 2020 and has held it in 22 quarters since.
  • Matthew Goff Investment Advisor's iShares US Real Estate ETF position peaked at $7.76M in Q1 2021.
  • 186 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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