Number of Shares
10,088.00
Current Holdings Value*
$581,070.00
% of Portfolio
0.11%
Total Estimate Gain
$-18,360.16
% of Total Estimate Gain
-3.14%

Matthew Goff Investment Advisor, LLC's iShares Core U.S. REIT ETF Holding Summary

As of 2025-03-31, Matthew Goff Investment Advisor, LLC held 10,088.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $581,070.00. This investment constitutes 0.11% of their stock portfolio, and Matthew Goff Investment Advisor, LLC now holds 0.02% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2025Q1. And since then Matthew Goff Investment Advisor, LLC has made 1 purchases of USRT, at an average price of $57.92, for a total of 10,088.00 shares. Based on historical transaction data and USRT's current price of $56.10, Matthew Goff Investment Advisor, LLC's estimated gain on his USRT holdings is $-18,360.16, reflecting a -3.14% gain to date.

Matthew Goff Investment Advisor, LLC USRT ($56.10) Holding Chart

Matthew Goff Investment Advisor, LLC USRT ($56.10) 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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