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Godsey & Gibb Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Godsey & Gibb Inc’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.13K Sell
35
-140
-80% -$19.3K ﹤0.01% 312
2026
Q1 		$22.4K Hold
175
– – ﹤0.01% 223
2025
Q4 		$24K Buy
+175
New +$24.5K ﹤0.01% 224

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Godsey & Gibb Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 80% in Q2 2026, selling an estimated $19.3K and leaving 35 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Godsey & Gibb Inc first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $24K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Godsey & Gibb Inc held 35 shares of iShares Russell Mid-Cap Growth ETF worth $5.13K as of Q2 2026.
  • Godsey & Gibb Inc sold 140 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $19.3K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #312 holding.
  • Godsey & Gibb Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Godsey & Gibb Inc's iShares Russell Mid-Cap Growth ETF position peaked at $24K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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