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Godshalk Welsh Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Godshalk Welsh Capital Management’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
Q1 		$660K Hold
4,255
– – 0.38% 76
2025
Q4 		$715K Sell
4,255
-60
-1% -$10K 0.41% 76
2025
Q3 		$710K Hold
4,315
– – 0.41% 76
2025
Q2 		$649K Sell
4,315
-300
-7% -$40.7K 0.4% 76
2025
Q1 		$586K Hold
4,615
– – 0.38% 76
2024
Q4 		$643K Hold
4,615
– – 0.42% 72
2024
Q3 		$609K Hold
4,615
– – 0.38% 76
2024
Q2 		$588K Hold
4,615
– – 0.39% 75
2024
Q1 		$541K Buy
4,615
+60
+1% +$6.67K 0.36% 75
2023
Q4 		$474K Buy
4,555
+20
+0.4% +$1.97K 0.34% 79
2023
Q3 		$430K Sell
4,535
-10
-0.2% -$981 0.32% 81
2023
Q2 		$444K Hold
4,545
– – 0.31% 86
2023
Q1 		$403K Hold
4,545
– – 0.28% 89
2022
Q4 		$371K Sell
4,545
-651
-13% -$54.4K 0.27% 90
2022
Q3 		$417K Buy
5,196
+701
+16% +$63.1K 0.31% 86
2022
Q2 		$376K Hold
4,495
– – 0.27% 92
2022
Q1 		$475K Buy
4,495
+100
+2% +$10.4K 0.29% 85
2021
Q4 		$508K Hold
4,395
– – 0.29% 87
2021
Q3 		$450K Buy
4,395
+35
+0.8% +$3.7K 0.28% 88
2021
Q2 		$455K Buy
4,360
+610
+16% +$58.8K 0.28% 89
2021
Q1 		$340K Buy
3,750
+350
+10% +$31.5K 0.24% 95
2020
Q4 		$302K Hold
3,400
– – 0.22% 97
2020
Q3 		$272K Hold
3,400
– – 0.23% 94
2020
Q2 		$244K Buy
+3,400
New +$226K 0.23% 94
2020
Q1 		– Sell
-3,100
Closed -$210K – 107
2019
Q4 		$210K Buy
+3,100
New +$201K 0.17% 109

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Godshalk Welsh Capital Management's IUSG Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 4,255 shares worth $660K. The position accounts for 0.38% of the portfolio, ranked #76.

Godshalk Welsh Capital Management first reported a position in IUSG in Q4 2019 and has held it in 25 quarters since. The position peaked at $715K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Godshalk Welsh Capital Management held 4,255 shares of iShares Core S&P US Growth ETF worth $660K as of Q1 2026.
  • Godshalk Welsh Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.38% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #76 holding.
  • Godshalk Welsh Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Godshalk Welsh Capital Management's iShares Core S&P US Growth ETF position peaked at $715K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.