Haverford Trust Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$422K	Hold	2,962	–	–	﹤0.01%	326
2025 Q4	$440K	Sell	2,962 -25	-0.8%	-$3.69K	﹤0.01%	315
2025 Q3	$435K	Hold	2,987	–	–	﹤0.01%	304
2025 Q2	$403K	Buy	2,987 +345	+13%	+$43.1K	﹤0.01%	323
2025 Q1	$322K	Sell	2,642 -18	-0.7%	-$2.32K	﹤0.01%	338
2024 Q4	$342K	Hold	2,660	–	–	﹤0.01%	334
2024 Q3	$334K	Hold	2,660	–	–	﹤0.01%	351
2024 Q2	$316K	Hold	2,660	–	–	﹤0.01%	351
2024 Q1	$307K	Sell	2,660 -280	-10%	-$30.7K	﹤0.01%	331
2023 Q4	$309K	Hold	2,940	–	–	﹤0.01%	325
2023 Q3	$277K	Buy	2,940 +501	+21%	+$49.2K	﹤0.01%	321
2023 Q2	$239K	Hold	2,439	–	–	﹤0.01%	336
2023 Q1	$221K	Sell	2,439 -220	-8%	-$19.5K	﹤0.01%	346
2022 Q4	$225K	Buy	+2,659	New	+$227K	﹤0.01%	319
2022 Q1	–	Sell	-1,871	Closed	-$200K	–	363
2021 Q4	$200K	Buy	+1,871	New	+$196K	﹤0.01%	351

Other funds holding ITOT

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Haverford Trust Company held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 2,962 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Haverford Trust Company first reported a position in ITOT in Q4 2021 and has held it in 15 quarters since. The position peaked at $440K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Haverford Trust Company held 2,962 shares of iShares Core S&P Total US Stock Market ETF worth $422K as of Q1 2026.
Haverford Trust Company left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #326 holding.
Haverford Trust Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Haverford Trust Company's iShares Core S&P Total US Stock Market ETF position peaked at $440K in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

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