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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
Q3 		$50.9K Buy
183
+18
+11% +$5.29K ﹤0.01% 179
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Godsey & Gibb Inc increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, buying an estimated $5.29K and bringing the position to 183 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Godsey & Gibb Inc first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. 410 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Godsey & Gibb Inc held 183 shares of iShares Russell 2000 ETF worth $50.9K as of Q3 2026.
  • Godsey & Gibb Inc bought 18 iShares Russell 2000 ETF shares in Q3 2026, an estimated $5.29K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q3 2026, its #179 holding.
  • Godsey & Gibb Inc first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
  • 410 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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