Haverford Trust Company’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Haverford Trust Company’s Portfolio IETC Stock Details IETC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Hold	3,115	–	–	﹤0.01%	379
2025 Q4	$316K	Hold	3,115	–	–	﹤0.01%	354
2025 Q3	$318K	Hold	3,115	–	–	﹤0.01%	340
2025 Q2	$293K	Hold	3,115	–	–	﹤0.01%	359
2025 Q1	$233K	Hold	3,115	–	–	﹤0.01%	371
2024 Q4	$266K	Hold	3,115	–	–	﹤0.01%	357
2024 Q3	$244K	Hold	3,115	–	–	﹤0.01%	381
2024 Q2	$234K	Hold	3,115	–	–	﹤0.01%	379
2024 Q1	$221K	Buy	+3,115	New	+$210K	﹤0.01%	360

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Haverford Trust Company's IETC Position: Q1 2026 in Review

Haverford Trust Company held its iShares US Tech Independence Focused ETF (IETC) position steady in Q1 2026 at 3,115 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Haverford Trust Company first reported a position in IETC in Q1 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

Haverford Trust Company held 3,115 shares of iShares US Tech Independence Focused ETF worth $275K as of Q1 2026.
Haverford Trust Company left its iShares US Tech Independence Focused ETF share count unchanged in Q1 2026.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #379 holding.
Haverford Trust Company first reported a position in iShares US Tech Independence Focused ETF in Q1 2024 and has held it in 9 quarters since.
Haverford Trust Company's iShares US Tech Independence Focused ETF position peaked at $318K in Q3 2025.
112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

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