Godsey & Gibb Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Godsey & Gibb Inc’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.6K	Sell	165 -33	-17%	-$9.27K	﹤0.01%	175
2026 Q1	$49.1K	Buy	198 +33	+20%	+$8.51K	﹤0.01%	175
2025 Q4	$40.6K	Hold	165	–	–	﹤0.01%	190
2025 Q3	$39.9K	Sell	165 -11	-6%	-$2.52K	﹤0.01%	181
2025 Q2	$38K	Buy	176 +11	+7%	+$2.21K	﹤0.01%	177
2025 Q1	$32.9K	Hold	165	–	–	﹤0.01%	193
2024 Q4	$36.5K	Hold	165	–	–	﹤0.01%	185
2024 Q3	$36.4K	Hold	165	–	–	﹤0.01%	207
2024 Q2	$33.5K	Hold	165	–	–	﹤0.01%	219
2024 Q1	$34.7K	Hold	165	–	–	﹤0.01%	192
2023 Q4	$33.1K	Hold	165	–	–	﹤0.01%	189
2023 Q3	$29.2K	Sell	165 -50	-23%	-$9.39K	﹤0.01%	185
2023 Q2	$40.3K	Buy	+215	New	+$38.3K	﹤0.01%	184

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Godsey & Gibb Inc's IWM Position: Q2 2026 in Review

Godsey & Gibb Inc reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, selling an estimated $9.27K and leaving 165 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Godsey & Gibb Inc first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Godsey & Gibb Inc held 165 shares of iShares Russell 2000 ETF worth $49.6K as of Q2 2026.
Godsey & Gibb Inc sold 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
iShares Russell 2000 ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #175 holding.
Godsey & Gibb Inc first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.