GGI
IJR icon

Godsey & Gibb Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Godsey & Gibb Inc’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.66K Buy
+71
New +$10.3K ﹤0.01% 283
2026
Q1 		– Sell
-31
Closed -$3.73K – 416
2025
Q4 		$3.73K Buy
+31
New +$3.71K ﹤0.01% 361

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Godsey & Gibb Inc's IJR Position: Q3 2026 in Review

Godsey & Gibb Inc opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q3 2026: 71 shares worth $9.66K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Godsey & Gibb Inc previously reported a position in IJR as recently as Q4 2025.

Godsey & Gibb Inc first reported a position in IJR in Q4 2025 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Godsey & Gibb Inc held 71 shares of iShares Core S&P Small-Cap ETF worth $9.66K as of Q3 2026.
  • iShares Core S&P Small-Cap ETF was a new Godsey & Gibb Inc position in Q3 2026.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #283 holding.
  • Godsey & Gibb Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Godsey & Gibb Inc's 13F filing for Q3 2026, filed 14 Oct 2026.