Haverford Trust Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Hold	4,976	–	–	﹤0.01%	298
2025 Q4	$482K	Hold	4,976	–	–	﹤0.01%	302
2025 Q3	$477K	Hold	4,976	–	–	﹤0.01%	295
2025 Q2	$453K	Hold	4,976	–	–	﹤0.01%	309
2025 Q1	$414K	Hold	4,976	–	–	﹤0.01%	308
2024 Q4	$452K	Hold	4,976	–	–	﹤0.01%	304
2024 Q3	$457K	Sell	4,976 -20	-0.4%	-$1.79K	﹤0.01%	316
2024 Q2	$440K	Buy	4,996 +20	+0.4%	+$1.77K	﹤0.01%	311
2024 Q1	$454K	Hold	4,976	–	–	﹤0.01%	295
2023 Q4	$394K	Hold	4,976	–	–	﹤0.01%	300
2023 Q3	$359K	Hold	4,976	–	–	﹤0.01%	296
2023 Q2	$373K	Sell	4,976 -238	-5%	-$17K	﹤0.01%	296
2023 Q1	$373K	Buy	5,214 +2,282	+78%	+$163K	﹤0.01%	298
2022 Q4	$200K	Sell	2,932 -7,712	-72%	-$530K	﹤0.01%	328
2022 Q3	$671K	Buy	10,644 +1,032	+11%	+$71.2K	0.01%	224
2022 Q2	$613K	Buy	9,612 +6,560	+215%	+$461K	0.01%	227
2022 Q1	$236K	Sell	3,052 -65	-2%	-$5.02K	﹤0.01%	332
2021 Q4	$266K	Buy	3,117 +65	+2%	+$5.45K	﹤0.01%	321
2021 Q3	$242K	Hold	3,052	–	–	﹤0.01%	328
2021 Q2	$247K	Hold	3,052	–	–	﹤0.01%	318
2021 Q1	$239K	Hold	3,052	–	–	﹤0.01%	291
2020 Q4	$220K	Buy	+3,052	New	+$204K	﹤0.01%	280
2020 Q3	–	Sell	-3,712	Closed	-$208K	–	286
2020 Q2	$208K	Buy	+3,712	New	+$193K	﹤0.01%	267
2020 Q1	–	Sell	-3,712	Closed	-$221K	–	277
2019 Q4	$221K	Hold	3,712	–	–	﹤0.01%	292
2019 Q3	$208K	Hold	3,712	–	–	﹤0.01%	290
2019 Q2	$210K	Sell	3,712 -1,000	-21%	-$55.5K	﹤0.01%	283
2019 Q1	$258K	Buy	+4,712	New	+$249K	﹤0.01%	257
2018 Q4	–	Sell	-4,112	Closed	-$239K	–	283
2018 Q3	$239K	Sell	4,112 -284	-6%	-$16.5K	﹤0.01%	268
2018 Q2	$247K	Buy	4,396 +444	+11%	+$24.8K	﹤0.01%	261
2018 Q1	$216K	Buy	+3,952	New	+$219K	﹤0.01%	281

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Haverford Trust Company held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 4,976 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Haverford Trust Company first reported a position in IJK in Q1 2018 and has held it in 30 quarters since. The position peaked at $671K in Q3 2022. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Haverford Trust Company held 4,976 shares of iShares S&P Mid-Cap 400 Growth ETF worth $501K as of Q1 2026.
Haverford Trust Company left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #298 holding.
Haverford Trust Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 30 quarters since.
Haverford Trust Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $671K in Q3 2022.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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