Number of Shares
48,581.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
1.09%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
40.08%

Matthew Goff Investment Advisor, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Matthew Goff Investment Advisor, LLC held 48,581.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $5.93 Mil. This investment constitutes 1.09% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2019Q3. And since then Matthew Goff Investment Advisor, LLC has made 13 purchases of ITOT, at an average price of $91.05, for a total of 69,817.00 shares. In addition, there have been 6 sales at an average price of $110.48 for 21,236.00 shares. Based on historical transaction data and ITOT's current price of $135.00, Matthew Goff Investment Advisor, LLC's estimated gain on his ITOT holdings is $2.55 Mil, reflecting a 40.08% gain to date.

Matthew Goff Investment Advisor, LLC ITOT ($135.00) Holding Chart

Matthew Goff Investment Advisor, LLC ITOT ($135.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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