Haverford Trust Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$637K	Hold	6,601	–	–	0.01%	281
2026 Q1	$551K	Hold	6,601	–	–	0.01%	289
2025 Q4	$546K	Buy	6,601 +44	+0.7%	+$3.63K	﹤0.01%	279
2025 Q3	$545K	Buy	6,557 +40	+0.6%	+$3.26K	﹤0.01%	276
2025 Q2	$519K	Hold	6,517	–	–	﹤0.01%	290
2025 Q1	$483K	Hold	6,517	–	–	﹤0.01%	294
2024 Q4	$496K	Hold	6,517	–	–	﹤0.01%	292
2024 Q3	$495K	Hold	6,517	–	–	﹤0.01%	304
2024 Q2	$457K	Hold	6,517	–	–	﹤0.01%	305
2024 Q1	$475K	Hold	6,517	–	–	0.01%	292
2023 Q4	$437K	Hold	6,517	–	–	﹤0.01%	288
2023 Q3	$389K	Hold	6,517	–	–	﹤0.01%	286
2023 Q2	$412K	Hold	6,517	–	–	﹤0.01%	291
2023 Q1	$395K	Hold	6,517	–	–	﹤0.01%	287
2022 Q4	$382K	Hold	6,517	–	–	﹤0.01%	271
2022 Q3	$351K	Hold	6,517	–	–	﹤0.01%	274
2022 Q2	$367K	Hold	6,517	–	–	﹤0.01%	275
2022 Q1	$439K	Hold	6,517	–	–	0.01%	266
2021 Q4	$463K	Hold	6,517	–	–	0.01%	263
2021 Q3	$434K	Sell	6,517 -2,568	-28%	-$174K	0.01%	266
2021 Q2	$609K	Buy	9,085 +1,065	+13%	+$70K	0.01%	239
2021 Q1	$504K	Buy	+8,020	New	+$490K	0.01%	226

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Haverford Trust Company's IMCB Position: Q2 2026 in Review

Haverford Trust Company held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 6,601 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #281.

Haverford Trust Company first reported a position in IMCB in Q1 2021 and has held it in 22 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Haverford Trust Company held 6,601 shares of iShares Morningstar Mid-Cap ETF worth $637K as of Q2 2026.
Haverford Trust Company left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #281 holding.
Haverford Trust Company first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.