Haverford Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
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|
2025
Q1 | $3.08M | Sell |
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|
2024
Q4 | $3.3M | Hold |
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|
2024
Q3 | $3.22M | Hold |
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|
2024
Q2 | $3.04M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $683K | Hold |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $371K | Sell |
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|
2018
Q4 | $921K | Buy |
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|
2018
Q3 | $267K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $242K | Buy |
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