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

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Wealth Enhancement Advisory Services

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PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return