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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.6K	Sell	350 -147	-30%	-$15.5K	﹤0.01%	191
2026 Q1	$48.3K	Sell	497 -154	-24%	-$15.4K	﹤0.01%	176
2025 Q4	$62.7K	Buy	651 +351	+117%	+$33.7K	0.01%	161
2025 Q3	$29K	Hold	300	–	–	﹤0.01%	202
2025 Q2	$27.6K	Hold	300	–	–	﹤0.01%	194
2025 Q1	$25.5K	Hold	300	–	–	﹤0.01%	215
2024 Q4	$26.5K	Hold	300	–	–	﹤0.01%	204
2024 Q3	$26.4K	Hold	300	–	–	﹤0.01%	229
2024 Q2	$24.3K	Hold	300	–	–	﹤0.01%	239
2024 Q1	$25.2K	Hold	300	–	–	﹤0.01%	208
2023 Q4	$23.3K	Hold	300	–	–	﹤0.01%	210
2023 Q3	$20.8K	Hold	300	–	–	﹤0.01%	205
2023 Q2	$21.9K	Buy	+300	New	+$20.9K	﹤0.01%	213

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Godsey & Gibb Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 30% in Q2 2026, selling an estimated $15.5K and leaving 350 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Godsey & Gibb Inc first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $62.7K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Godsey & Gibb Inc held 350 shares of iShares Russell Mid-Cap ETF worth $38.6K as of Q2 2026.
Godsey & Gibb Inc sold 147 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #191 holding.
Godsey & Gibb Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Godsey & Gibb Inc's iShares Russell Mid-Cap ETF position peaked at $62.7K in Q4 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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