MGIA
Matthew Goff Investment Advisor’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Sell |
69,296
-846
| -1% | -$80.2K | 1.21% | 25 |
|
|
2025
Q1 | $6.72M | Buy |
70,142
+142
| +0.2% | +$13.6K | 1.24% | 27 |
|
|
2024
Q4 | $6.51M | Buy |
70,000
+287
| +0.4% | +$26.7K | 1.21% | 25 |
|
|
2024
Q3 | $7.1M | Buy |
69,713
+1,586
| +2% | +$162K | 1.35% | 26 |
|
|
2024
Q2 | $5.98M | Buy |
68,127
+5,879
| +9% | +$516K | 1.22% | 26 |
|
|
2024
Q1 | $5.6M | Buy |
62,248
+6,736
| +12% | +$606K | 1.13% | 27 |
|
|
2023
Q4 | $5.07M | Sell |
55,512
-679
| -1% | -$62.1K | 1.13% | 26 |
|
|
2023
Q3 | $4.39M | Buy |
56,191
+444
| +0.8% | +$34.7K | 1.06% | 29 |
|
|
2023
Q2 | $4.82M | Sell |
55,747
-1,150
| -2% | -$99.5K | 1.13% | 26 |
|
|
2023
Q1 | $4.83M | Sell |
56,897
-2,513
| -4% | -$213K | 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% | -$11.6K | 1.39% | 25 |
|
|
2022
Q2 | $5.49M | Sell |
59,721
-129
| -0.2% | -$11.9K | 1.48% | 25 |
|
|
2022
Q1 | $6.48M | Sell |
59,850
-451
| -0.7% | -$48.8K | 1.52% | 24 |
|
|
2021
Q4 | $7M | Sell |
60,301
-977
| -2% | -$113K | 1.6% | 24 |
|
|
2021
Q3 | $6.27M | Sell |
61,278
-438
| -0.7% | -$44.8K | 1.54% | 22 |
|
|
2021
Q2 | $6.29M | Sell |
61,716
-22,651
| -27% | -$2.31M | 1.6% | 22 |
|
|
2021
Q1 | $7.76M | Buy |
84,367
+70,785
| +521% | +$6.51M | 2.19% | 15 |
|
|
2020
Q4 | $1.16M | Buy |
+13,582
| New | +$1.16M | 0.35% | 48 |
|