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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7M	Buy	199,118 +5,810	+3%	+$700K	0.21%	81
2026 Q1	$20.6M	Sell	193,308 -8,140	-4%	-$924K	0.19%	81
2025 Q4	$23.8M	Sell	201,448 -14,252	-7%	-$1.69M	0.21%	76
2025 Q3	$25.3M	Sell	215,700 -17,160	-7%	-$1.91M	0.23%	75
2025 Q2	$24.7M	Buy	232,860 +2,164	+0.9%	+$207K	0.23%	73
2025 Q1	$20.8M	Sell	230,696 -1,588	-0.7%	-$157K	0.21%	78
2024 Q4	$23.3M	Sell	232,284 -2,180	-0.9%	-$214K	0.23%	72
2024 Q3	$22M	Sell	234,464 -10,304	-4%	-$934K	0.21%	75
2024 Q2	$22.3M	Sell	244,768 -2,492	-1%	-$213K	0.23%	72
2024 Q1	$20.8M	Sell	247,260 -2,916	-1%	-$235K	0.22%	75
2023 Q4	$19M	Buy	250,176 +8,108	+3%	+$573K	0.21%	74
2023 Q3	$16.1M	Buy	242,068 +5,352	+2%	+$370K	0.2%	74
2023 Q2	$16.3M	Sell	236,716 -9,204	-4%	-$585K	0.18%	74
2023 Q1	$15M	Sell	245,920 -25,128	-9%	-$1.45M	0.18%	77
2022 Q4	$14.5M	Buy	271,048 +17,424	+7%	+$958K	0.18%	76
2022 Q3	$13.3M	Buy	253,624 +1,200	+0.5%	+$70.6K	0.18%	74
2022 Q2	$13.8M	Buy	252,424 +17,700	+8%	+$1.06M	0.18%	77
2022 Q1	$16.3M	Buy	234,724 +176	+0.1%	+$12K	0.19%	74
2021 Q4	$17.9M	Buy	234,548 +4,288	+2%	+$318K	0.2%	70
2021 Q3	$15.8M	Buy	230,260 +30,492	+15%	+$2.16M	0.19%	72
2021 Q2	$13.6M	Buy	199,768 +116,184	+139%	+$7.49M	0.16%	76
2021 Q1	$5.08M	Sell	83,584 -3,312	-4%	-$202K	0.07%	101
2020 Q4	$5.24M	Sell	86,896 -740	-0.8%	-$42.1K	0.07%	89
2020 Q3	$4.75M	Hold	87,636	–	–	0.08%	89
2020 Q2	$4.21M	Hold	87,636	–	–	0.07%	88
2020 Q1	$3.3M	Sell	87,636 -788	-0.9%	-$34K	0.07%	94
2019 Q4	$3.89M	Buy	88,424 +400	+0.5%	+$16.7K	0.06%	96
2019 Q3	$3.51M	Hold	88,024	–	–	0.06%	94
2019 Q2	$3.46M	Hold	88,024	–	–	0.06%	93
2019 Q1	$3.33M	Sell	88,024 -1,028	-1%	-$36.9K	0.06%	92
2018 Q4	$2.91M	Sell	89,052 -896	-1%	-$31.6K	0.06%	93
2018 Q3	$3.51M	Buy	89,948 +1,000	+1%	+$37.9K	0.06%	95
2018 Q2	$3.2M	Buy	88,948 +1,504	+2%	+$53.1K	0.06%	98
2018 Q1	$2.98M	Buy	87,444 +20,252	+30%	+$710K	0.06%	95
2017 Q4	$2.26M	Sell	67,192 -7,964	-11%	-$261K	0.04%	111
2017 Q3	$2.35M	Buy	75,156 +7,116	+10%	+$218K	0.05%	103
2017 Q2	$2.02M	Sell	68,040 -1,232	-2%	-$36.2K	0.04%	106
2017 Q1	$1.97M	Sell	69,272 -1,968	-3%	-$54.6K	0.05%	105
2016 Q4	$1.87M	Sell	71,240 -20,540	-22%	-$533K	0.05%	103
2016 Q3	$2.39M	Sell	91,780 -1,200	-1%	-$31.2K	0.06%	88
2016 Q2	$2.33M	Buy	92,980 +148	+0.2%	+$3.69K	0.06%	90
2016 Q1	$2.32M	Sell	92,832 -3,204	-3%	-$75.7K	0.06%	90
2015 Q4	$2.39M	Hold	96,036	–	–	0.06%	88
2015 Q3	$2.23M	Hold	96,036	–	–	0.06%	83
2015 Q2	$2.38M	Sell	96,036 -2,800	-3%	-$70.4K	0.07%	85
2015 Q1	$2.44M	Sell	98,836 -9,316	-9%	-$228K	0.07%	88
2014 Q4	$2.58M	Sell	108,152 -21,440	-17%	-$502K	0.07%	92
2014 Q3	$2.97M	Sell	129,592 -4,888	-4%	-$112K	0.09%	83
2014 Q2	$3.06M	Sell	134,480 -8,240	-6%	-$181K	0.09%	81
2014 Q1	$3.09M	Sell	142,720 -36,288	-20%	-$779K	0.1%	79
2013 Q4	$3.85M	Buy	+179,008	New	+$3.67M	0.11%	82
2013 Q3	–	Sell	-157,428	Closed	-$2.86M	–	230
2013 Q2	$2.86M	Buy	+157,428	New	+$2.88M	0.09%	83

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Haverford Trust Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q2 2026, buying an estimated $700K and bringing the position to 199,118 shares worth $24.7M. The position accounts for 0.21% of the portfolio, ranked #81.

Haverford Trust Company first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3M in Q3 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Haverford Trust Company held 199,118 shares of iShares Russell 1000 Growth ETF worth $24.7M as of Q2 2026.
Haverford Trust Company bought 5,810 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $700K.
iShares Russell 1000 Growth ETF made up 0.21% of Haverford Trust Company's portfolio in Q2 2026, its #81 holding.
Haverford Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Haverford Trust Company's iShares Russell 1000 Growth ETF position peaked at $25.3M in Q3 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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