Godshalk Welsh Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
4,315
-300
| -7% | -$45.1K | 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% | +$7.03K | 0.36% | 75 |
|
|
2023
Q4 | $474K | Buy |
4,555
+20
| +0.4% | +$2.08K | 0.34% | 79 |
|
|
2023
Q3 | $430K | Sell |
4,535
-10
| -0.2% | -$948 | 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% | -$53.1K | 0.27% | 90 |
|
|
2022
Q3 | $417K | Buy |
5,196
+701
| +16% | +$56.3K | 0.31% | 86 |
|
|
2022
Q2 | $376K | Hold |
4,495
| – | – | 0.27% | 92 |
|
|
2022
Q1 | $475K | Buy |
4,495
+100
| +2% | +$10.6K | 0.29% | 85 |
|
|
2021
Q4 | $508K | Hold |
4,395
| – | – | 0.29% | 87 |
|
|
2021
Q3 | $450K | Buy |
4,395
+35
| +0.8% | +$3.58K | 0.28% | 88 |
|
|
2021
Q2 | $455K | Buy |
4,360
+610
| +16% | +$63.7K | 0.28% | 89 |
|
|
2021
Q1 | $340K | Buy |
3,750
+350
| +10% | +$31.7K | 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 | +$244K | 0.23% | 94 |
|
|
2020
Q1 | – | Sell |
-3,100
| Closed | -$210K | – | 107 |
|
|
2019
Q4 | $210K | Buy |
+3,100
| New | +$210K | 0.17% | 109 |
|