GGI
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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
Q1 		– Sell
-31
Closed -$3.73K – 416
2025
Q4 		$3.73K Buy
+31
New +$3.71K ﹤0.01% 361

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Godsey & Gibb Inc's IJR Position: Q1 2026 in Review

Godsey & Gibb Inc sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 31 shares — an estimated $3.73K sold.

Godsey & Gibb Inc first reported a position in IJR in Q4 2025 and held it in 1 quarter. The position peaked at $3.73K in Q4 2025. 2,743 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Godsey & Gibb Inc reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Godsey & Gibb Inc sold 31 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.73K.
  • Godsey & Gibb Inc first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Godsey & Gibb Inc's iShares Core S&P Small-Cap ETF position peaked at $3.73K in Q4 2025.
  • 2,743 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Godsey & Gibb Inc's 13F filing for Q1 2026, filed 20 Apr 2026.