Haverford Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $460K | Sell |
3,704
-1,506
| -29% | -$191K | 0.14% | 43 |
|
|
2025
Q4 | $626K | Hold |
5,210
| – | – | 0.18% | 42 |
|
|
2025
Q3 | $619K | Hold |
5,210
| – | – | 0.17% | 39 |
|
|
2025
Q2 | $569K | Hold |
5,210
| – | – | 0.17% | 38 |
|
|
2025
Q1 | $545K | Hold |
5,210
| – | – | 0.17% | 36 |
|
|
2024
Q4 | $600K | Hold |
5,210
| – | – | 0.18% | 35 |
|
|
2024
Q3 | $609K | Hold |
5,210
| – | – | 0.17% | 34 |
|
|
2024
Q2 | $556K | Sell |
5,210
-2,295
| -31% | -$246K | 0.17% | 35 |
|
|
2024
Q1 | $829K | Hold |
7,505
| – | – | 0.24% | 32 |
|
|
2023
Q4 | $812K | Hold |
7,505
| – | – | 0.24% | 30 |
|
|
2023
Q3 | $708K | Hold |
7,505
| – | – | 0.23% | 31 |
|
|
2023
Q2 | $748K | Hold |
7,505
| – | – | 0.22% | 31 |
|
|
2023
Q1 | $726K | Hold |
7,505
| – | – | 0.23% | 31 |
|
|
2022
Q4 | $710K | Buy |
7,505
+310
| +4% | +$29.7K | 0.2% | 54 |
|
|
2022
Q3 | $627K | Hold |
7,195
| – | – | 0.19% | 53 |
|
|
2022
Q2 | $665K | Hold |
7,195
| – | – | 0.19% | 54 |
|
|
2022
Q1 | $776K | Hold |
7,195
| – | – | 0.19% | 57 |
|
|
2021
Q4 | $824K | Hold |
7,195
| – | – | 0.19% | 53 |
|
|
2021
Q3 | $786K | Hold |
7,195
| – | – | 0.19% | 57 |
|
|
2021
Q2 | $813K | Hold |
7,195
| – | – | 0.2% | 54 |
|
|
2021
Q1 | $781K | Hold |
7,195
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $661K | Sell |
7,195
-1,505
| -17% | -$124K | 0.18% | 49 |
|
|
2020
Q3 | $611K | Buy |
8,700
+45
| +0.5% | +$3.23K | 0.19% | 48 |
|
|
2020
Q2 | $591K | Hold |
8,655
| – | – | 0.2% | 48 |
|
|
2020
Q1 | $486K | Hold |
8,655
| – | – | 0.2% | 51 |
|
|
2019
Q4 | $726K | Hold |
8,655
| – | – | 0.23% | 52 |
|
|
2019
Q3 | $674K | Hold |
8,655
| – | – | 0.23% | 48 |
|
|
2019
Q2 | $678K | Hold |
8,655
| – | – | 0.24% | 46 |
|
|
2019
Q1 | $668K | Hold |
8,655
| – | – | 0.24% | 44 |
|
|
2018
Q4 | $600K | Buy |
8,655
+1,870
| +28% | +$145K | 0.25% | 45 |
|
|
2018
Q3 | $592K | Hold |
6,785
| – | – | 0.21% | 48 |
|
|
2018
Q2 | $566K | Buy |
6,785
+885
| +15% | +$72.1K | 0.21% | 47 |
|
|
2018
Q1 | $454K | Hold |
5,900
| – | – | 0.17% | 52 |
|
|
2017
Q4 | $453K | Hold |
5,900
| – | – | 0.17% | 49 |
|
|
2017
Q3 | $438K | Hold |
5,900
| – | – | 0.17% | 43 |
|
|
2017
Q2 | $414K | Hold |
5,900
| – | – | 0.17% | 38 |
|
|
2017
Q1 | $408K | Hold |
5,900
| – | – | 0.17% | 39 |
|
|
2016
Q4 | $406K | Hold |
5,900
| – | – | 0.17% | 38 |
|
|
2016
Q3 | $366K | Hold |
5,900
| – | – | 0.16% | 40 |
|
|
2016
Q2 | $343K | Hold |
5,900
| – | – | 0.14% | 43 |
|
|
2016
Q1 | $332K | Hold |
5,900
| – | – | 0.14% | 44 |
|
|
2015
Q4 | $325K | Buy |
+5,900
| New | +$332K | 0.14% | 38 |
|
Other funds holding IJR
Haverford Financial Services's IJR Position: Q1 2026 in Review
Haverford Financial Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 29% in Q1 2026, selling an estimated $191K and leaving 3,704 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #43.
Haverford Financial Services first reported a position in IJR in Q4 2015 and has held it in 42 quarters since. The position peaked at $829K in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Haverford Financial Services held 3,704 shares of iShares Core S&P Small-Cap ETF worth $460K as of Q1 2026.
- Haverford Financial Services sold 1,506 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $191K.
- iShares Core S&P Small-Cap ETF made up 0.14% of Haverford Financial Services's portfolio in Q1 2026, its #43 holding.
- Haverford Financial Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- Haverford Financial Services's iShares Core S&P Small-Cap ETF position peaked at $829K in Q1 2024.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.