Haverford Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Haverford Financial Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Sell	6,836 -1,164	-15%	-$80.7K	0.14%	42
2025 Q4	$528K	Hold	8,000	–	–	0.15%	43
2025 Q3	$522K	Hold	8,000	–	–	0.15%	40
2025 Q2	$496K	Hold	8,000	–	–	0.15%	39
2025 Q1	$467K	Hold	8,000	–	–	0.14%	38
2024 Q4	$498K	Hold	8,000	–	–	0.15%	37
2024 Q3	$499K	Hold	8,000	–	–	0.14%	37
2024 Q2	$468K	Hold	8,000	–	–	0.14%	37
2024 Q1	$486K	Hold	8,000	–	–	0.14%	37
2023 Q4	$443K	Hold	8,000	–	–	0.13%	36
2023 Q3	$399K	Hold	8,000	–	–	0.13%	35
2023 Q2	$418K	Hold	8,000	–	–	0.12%	35
2023 Q1	$400K	Hold	8,000	–	–	0.13%	35
2022 Q4	$387K	Buy	8,000 +2,250	+39%	+$109K	0.11%	60
2022 Q3	$252K	Hold	5,750	–	–	0.08%	63
2022 Q2	$260K	Hold	5,750	–	–	0.08%	65
2022 Q1	$309K	Buy	5,750 +1,225	+27%	+$65.2K	0.08%	63
2021 Q4	$256K	Hold	4,525	–	–	0.06%	68
2021 Q3	$238K	Sell	4,525 -3,050	-40%	-$164K	0.06%	69
2021 Q2	$407K	Hold	7,575	–	–	0.1%	59
2021 Q1	$394K	Hold	7,575	–	–	0.1%	55
2020 Q4	$348K	Sell	7,575 -700	-8%	-$29.5K	0.09%	56
2020 Q3	$307K	Buy	8,275 +1,450	+21%	+$54.2K	0.09%	60
2020 Q2	$243K	Buy	+6,825	New	+$227K	0.08%	60
2020 Q1	–	Sell	-6,825	Closed	-$281K	–	71
2019 Q4	$281K	Hold	6,825	–	–	0.09%	64
2019 Q3	$264K	Hold	6,825	–	–	0.09%	63
2019 Q2	$265K	Hold	6,825	–	–	0.09%	64
2019 Q1	$259K	Hold	6,825	–	–	0.09%	61
2018 Q4	$227K	Hold	6,825	–	–	0.09%	61
2018 Q3	$275K	Hold	6,825	–	–	0.1%	67
2018 Q2	$266K	Sell	6,825 -950	-12%	-$36.7K	0.1%	68
2018 Q1	$292K	Sell	7,775 -3,725	-32%	-$142K	0.11%	68
2017 Q4	$436K	Hold	11,500	–	–	0.16%	50
2017 Q3	$411K	Hold	11,500	–	–	0.16%	48
2017 Q2	$400K	Hold	11,500	–	–	0.16%	39
2017 Q1	$394K	Hold	11,500	–	–	0.16%	40
2016 Q4	$380K	Hold	11,500	–	–	0.16%	40
2016 Q3	$356K	Hold	11,500	–	–	0.15%	41
2016 Q2	$344K	Hold	11,500	–	–	0.15%	42
2016 Q1	$332K	Hold	11,500	–	–	0.14%	43
2015 Q4	$320K	Buy	+11,500	New	+$329K	0.14%	39

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Haverford Financial Services's IJH Position: Q1 2026 in Review

Haverford Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, selling an estimated $80.7K and leaving 6,836 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #42.

Haverford Financial Services first reported a position in IJH in Q4 2015 and has held it in 41 quarters since. The position peaked at $528K in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Haverford Financial Services held 6,836 shares of iShares Core S&P Mid-Cap ETF worth $462K as of Q1 2026.
Haverford Financial Services sold 1,164 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $80.7K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Haverford Financial Services's portfolio in Q1 2026, its #42 holding.
Haverford Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 41 quarters since.
Haverford Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $528K in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.