IYJ — ISHARES TR

Ownership history in Matthew Goff Investment Advisor, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Matthew Goff Investment Advisor, LLC reported a position in ISHARES TR (IYJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2021 Q1)
Avg. % of fund
0.04%
First filed
2018 Q3
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,620 -26 -1.6% 0.04% $236K $145.62
2025 Q2 UNCHANGED 1,646 — 0% 0.04% $234K $141.65
2025 Q1 UNCHANGED 1,646 — 0% 0.04% $214K $129.33
2024 Q4 UNCHANGED 1,646 — 0% 0.04% $220K $132.37
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYJ price (monthly, adj. close)

Other funds also holding IYJ

As of 2025 Q4 — sorted by position size

Kozak & Associates, Inc. 3Y 6.42% First Citizens Financial Corp 3Y 2.42% MAGNOLIA CAPITAL MANAGEMENT LTD 3Y 2.21% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.2% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.01% Modus Advisors, LLC 3Y 1.56% Tudor Financial Inc. 1.47% Merkkuri Wealth Advisors LLC 1.42% Cadent Capital Advisors, LLC 3Y 1.39% Well Done, LLC 3Y 7Y 1.1%
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