Godsey & Gibb Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.27K	Sell	28 -30	-52%	-$5.42K	﹤0.01%	311
2026 Q1	$9K	Buy	+58	New	+$9.55K	﹤0.01%	288
2024 Q3	–	Sell	-164	Closed	-$20.9K	–	446
2024 Q2	$20.9K	Sell	164 -145	-47%	-$17.3K	﹤0.01%	245
2024 Q1	$36.2K	Sell	309 -359	-54%	-$39.9K	﹤0.01%	188
2023 Q4	$69.5K	Buy	+668	New	+$65.8K	0.01%	138

Other funds holding IUSG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Godsey & Gibb Inc reduced its iShares Core S&P US Growth ETF (IUSG) stake by 52% in Q2 2026, selling an estimated $5.42K and leaving 28 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Godsey & Gibb Inc first reported a position in IUSG in Q4 2023 and has held it in 5 quarters since. The position peaked at $69.5K in Q4 2023. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Godsey & Gibb Inc held 28 shares of iShares Core S&P US Growth ETF worth $5.27K as of Q2 2026.
Godsey & Gibb Inc sold 30 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.42K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #311 holding.
Godsey & Gibb Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 5 quarters since.
Godsey & Gibb Inc's iShares Core S&P US Growth ETF position peaked at $69.5K in Q4 2023.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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