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 Q2	$793K	Sell	4,215 -40	-0.9%	-$7.22K	0.43%	73
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 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 22.96% 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

Godshalk Welsh Capital Management's IUSG Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.94% in Q2 2026, selling an estimated $7.22K and leaving 4,215 shares worth $793K. The position accounts for 0.43% of the portfolio, ranked #73.

Godshalk Welsh Capital Management first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Godshalk Welsh Capital Management held 4,215 shares of iShares Core S&P US Growth ETF worth $793K as of Q2 2026.
Godshalk Welsh Capital Management sold 40 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $7.22K.
iShares Core S&P US Growth ETF made up 0.43% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #73 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 26 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.