HTC
IWB icon

Haverford Trust Company’s iShares Russell 1000 ETF IWB Stock Holding History

Haverford Trust Company’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Hold
9,541
– – 0.03% 144
2025
Q4 		$3.56M Hold
9,541
– – 0.03% 139
2025
Q3 		$3.49M Hold
9,541
– – 0.03% 140
2025
Q2 		$3.24M Sell
9,541
-493
-5% -$155K 0.03% 147
2025
Q1 		$3.08M Sell
10,034
-199
-2% -$64.3K 0.03% 148
2024
Q4 		$3.3M Hold
10,233
– – 0.03% 144
2024
Q3 		$3.22M Hold
10,233
– – 0.03% 145
2024
Q2 		$3.04M Sell
10,233
-3,339
-25% -$959K 0.03% 149
2024
Q1 		$3.91M Sell
13,572
-3,942
-23% -$1.08M 0.04% 134
2023
Q4 		$4.59M Buy
17,514
+14,740
+531% +$3.61M 0.05% 113
2023
Q3 		$652K Sell
2,774
-29
-1% -$7.1K 0.01% 236
2023
Q2 		$683K Hold
2,803
– – 0.01% 236
2023
Q1 		$631K Buy
2,803
+506
+22% +$111K 0.01% 239
2022
Q4 		$484K Buy
2,297
+70
+3% +$14.8K 0.01% 242
2022
Q3 		$439K Buy
2,227
+413
+23% +$90.6K 0.01% 253
2022
Q2 		$377K Buy
1,814
+165
+10% +$37.3K ﹤0.01% 269
2022
Q1 		$412K Hold
1,649
– – ﹤0.01% 275
2021
Q4 		$436K Hold
1,649
– – ﹤0.01% 272
2021
Q3 		$399K Hold
1,649
– – ﹤0.01% 278
2021
Q2 		$399K Hold
1,649
– – ﹤0.01% 272
2021
Q1 		$369K Hold
1,649
– – ﹤0.01% 254
2020
Q4 		$349K Hold
1,649
– – ﹤0.01% 241
2020
Q3 		$309K Hold
1,649
– – ﹤0.01% 236
2020
Q2 		$283K Hold
1,649
– – ﹤0.01% 245
2020
Q1 		$233K Sell
1,649
-34
-2% -$5.75K ﹤0.01% 249
2019
Q4 		$300K Hold
1,683
– – ﹤0.01% 259
2019
Q3 		$277K Sell
1,683
-13
-0.8% -$2.13K ﹤0.01% 261
2019
Q2 		$276K Sell
1,696
-662
-28% -$106K 0.01% 259
2019
Q1 		$371K Sell
2,358
-4,286
-65% -$648K 0.01% 228
2018
Q4 		$921K Buy
6,644
+4,995
+303% +$747K 0.02% 159
2018
Q3 		$267K Hold
1,649
– – ﹤0.01% 256
2018
Q2 		$251K Hold
1,649
– – 0.01% 257
2018
Q1 		$242K Buy
+1,649
New +$251K ﹤0.01% 264

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Haverford Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 9,541 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #144.

Haverford Trust Company first reported a position in IWB in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.59M in Q4 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Haverford Trust Company held 9,541 shares of iShares Russell 1000 ETF worth $3.4M as of Q1 2026.
  • Haverford Trust Company left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.03% of Haverford Trust Company's portfolio in Q1 2026, its #144 holding.
  • Haverford Trust Company first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 33 quarters since.
  • Haverford Trust Company's iShares Russell 1000 ETF position peaked at $4.59M in Q4 2023.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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