Godshalk Welsh Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Godshalk Welsh Capital Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Hold	3,609	–	–	0.57%	61
2026 Q1	$898K	Hold	3,609	–	–	0.52%	67
2025 Q4	$999K	Sell	3,609 -1	-0%	-$277	0.57%	58
2025 Q3	$988K	Hold	3,610	–	–	0.57%	58
2025 Q2	$890K	Buy	3,610 +25	+0.7%	+$5.57K	0.55%	58
2025 Q1	$756K	Buy	3,585 +50	+1%	+$11.5K	0.49%	65
2024 Q4	$832K	Buy	3,535 +50	+1%	+$11.5K	0.54%	60
2024 Q3	$767K	Buy	3,485 +150	+4%	+$31.9K	0.48%	65
2024 Q2	$715K	Sell	3,335 -75	-2%	-$14.9K	0.48%	66
2024 Q1	$665K	Hold	3,410	–	–	0.45%	68
2023 Q4	$598K	Buy	3,410 +175	+5%	+$28.7K	0.43%	69
2023 Q3	$498K	Buy	+3,235	New	+$516K	0.38%	75

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Godshalk Welsh Capital Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 3,609 shares worth $1.05M. The position accounts for 0.57% of the portfolio, ranked #61.

Godshalk Welsh Capital Management first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Godshalk Welsh Capital Management held 3,609 shares of iShares Russell Top 200 Growth ETF worth $1.05M as of Q2 2026.
Godshalk Welsh Capital Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.57% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #61 holding.
Godshalk Welsh Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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