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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.91M | Hold |
9,541
| – | – | 0.03% | 146 |
|
|
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
Haverford Trust Company's IWB Position: Q2 2026 in Review
Haverford Trust Company held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 9,541 shares worth $3.91M. The position accounts for 0.03% of the portfolio, ranked #146.
Haverford Trust Company first reported a position in IWB in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.59M in Q4 2023. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Haverford Trust Company held 9,541 shares of iShares Russell 1000 ETF worth $3.91M as of Q2 2026.
- Haverford Trust Company left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
- iShares Russell 1000 ETF made up 0.03% of Haverford Trust Company's portfolio in Q2 2026, its #146 holding.
- Haverford Trust Company first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 34 quarters since.
- Haverford Trust Company's iShares Russell 1000 ETF position peaked at $4.59M in Q4 2023.
- 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.