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iShares S&P MidCap 400 Value Index shares owned by Matthew Goff Investment Advisor

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Matthew Goff Investment Advisor from 13F filings

Historical chart of Matthew Goff Investment Advisor investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Matthew Goff Investment Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Matthew Goff Investment Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $832k 6.7k 124.96
2024-09-30 $823k 6.7k 123.62
2024-06-30 $755k 6.7k 113.46
2024-03-31 $787k 6.7k 118.29
2023-12-31 $1.0M 9.9k 102.74
2023-09-30 $919k 10k 91.76
2023-06-30 $970k 10k 96.86
2023-03-31 $929k 10k 92.78
2022-12-31 $905k 10k 90.42
2022-09-30 $627k 7.0k 90.03
2022-06-30 $861k 10k 84.72
2022-03-31 $764k 7.0k 109.71
2021-12-31 $1.1M 10k 102.47
2021-09-30 $1.1M 12k 92.81
2021-06-30 $1.2M 13k 94.99
2021-03-31 $1.1M 13k 91.94
2020-12-31 $620k 7.2k 86.28
2020-09-30 $801k 4.9k 162.87
2020-06-30 $775k 4.9k 157.58
2020-03-31 $630k 4.9k 128.10
2019-12-31 $928k 4.9k 188.69
2019-09-30 $3.9k 872 4.46
2019-06-30 $879k 5.0k 177.40
2019-03-31 $860k 5.0k 173.56
2018-12-31 $502k 3.6k 138.29
2018-09-30 $1.3M 298k 4.45
2018-06-30 $298k 1.3k 224.91
2018-03-31 $680k 4.4k 154.48
2017-12-31 $705k 4.4k 160.15
2017-09-30 $672k 4.4k 152.66

More positions owned by Matthew Goff Investment Advisor

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Visa Com Cl A (V)
Bank of America Corporation (BAC)
Bank of New York Mellon Corporation (BK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
American Express Company (AXP)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for Matthew Goff Investment Advisor

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index