MGIA
Matthew Goff Investment Advisor’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Hold |
17,841
| – | – | 0.57% | 39 |
|
|
2025
Q1 | $2.51M | Hold |
17,841
| – | – | 0.46% | 46 |
|
|
2024
Q4 | $2.85M | Sell |
17,841
-44
| -0.2% | -$7.02K | 0.53% | 43 |
|
|
2024
Q3 | $2.71M | Hold |
17,885
| – | – | 0.52% | 44 |
|
|
2024
Q2 | $2.69M | Sell |
17,885
-399
| -2% | -$60K | 0.55% | 43 |
|
|
2024
Q1 | $2.47M | Buy |
18,284
+456
| +3% | +$61.6K | 0.5% | 44 |
|
|
2023
Q4 | $2.19M | Buy |
+17,828
| New | +$2.19M | 0.49% | 44 |
|
|
2023
Q3 | – | Sell |
-18,288
| Closed | -$1.99M | – | 93 |
|
|
2023
Q2 | $1.99M | Hold |
18,288
| – | – | 0.47% | 44 |
|
|
2023
Q1 | $1.7M | Hold |
18,288
| – | – | 0.42% | 46 |
|
|
2022
Q4 | $1.36M | Hold |
18,288
| – | – | 0.36% | 49 |
|
|
2022
Q3 | $1.34M | Sell |
18,288
-324
| -2% | -$23.8K | 0.38% | 44 |
|
|
2022
Q2 | $1.49M | Hold |
18,612
| – | – | 0.4% | 43 |
|
|
2022
Q1 | $1.92M | Sell |
18,612
-96
| -0.5% | -$9.89K | 0.45% | 40 |
|
|
2021
Q4 | $2.15M | Hold |
18,708
| – | – | 0.49% | 39 |
|
|
2021
Q3 | $1.89M | Sell |
18,708
-152
| -0.8% | -$15.4K | 0.46% | 39 |
|
|
2021
Q2 | $1.88M | Hold |
18,860
| – | – | 0.48% | 41 |
|
|
2021
Q1 | $1.65M | Sell |
18,860
-328
| -2% | -$28.8K | 0.47% | 45 |
|
|
2020
Q4 | $1.63M | Buy |
19,188
+14,391
| +300% | +$1.22M | 0.49% | 41 |
|
|
2020
Q3 | $1.44M | Hold |
4,797
| – | – | 0.46% | 42 |
|
|
2020
Q2 | $1.29M | Sell |
4,797
-145
| -3% | -$39.1K | 0.42% | 43 |
|
|
2020
Q1 | $1.01M | Sell |
4,942
-43
| -0.9% | -$8.79K | 0.43% | 36 |
|
|
2019
Q4 | $1.16M | Sell |
4,985
-94
| -2% | -$21.9K | 0.43% | 36 |
|
|
2019
Q3 | $1.04M | Hold |
5,079
| – | – | 0.43% | 36 |
|
|
2019
Q2 | $1.01M | Sell |
5,079
-261
| -5% | -$51.6K | 0.43% | 35 |
|
|
2019
Q1 | $1.02M | Hold |
5,340
| – | – | 0.47% | 33 |
|
|
2018
Q4 | $854K | Hold |
5,340
| – | – | 0.43% | 33 |
|
|
2018
Q3 | $1.04M | Buy |
+5,340
| New | +$1.04M | 0.42% | 41 |
|
|
2018
Q2 | – | Sell |
-5,550
| Closed | -$934K | – | 78 |
|
|
2018
Q1 | $934K | Hold |
5,550
| – | – | 0.39% | 45 |
|
|
2017
Q4 | $903K | Hold |
5,550
| – | – | 0.39% | 45 |
|
|
2017
Q3 | $832K | Buy |
+5,550
| New | +$832K | 0.36% | 47 |
|