Haverford Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.16M	Buy	24,834 +1,318	+6%	+$340K	0.06%	113
2025 Q4	$5.79M	Buy	23,516 +1,554	+7%	+$382K	0.05%	117
2025 Q3	$5.31M	Sell	21,962 -190	-0.9%	-$43.6K	0.05%	119
2025 Q2	$4.78M	Buy	22,152 +10,449	+89%	+$2.1M	0.05%	125
2025 Q1	$2.33M	Hold	11,703	–	–	0.02%	165
2024 Q4	$2.59M	Buy	11,703 +85	+0.7%	+$19.4K	0.03%	156
2024 Q3	$2.57M	Sell	11,618 -304	-3%	-$65.1K	0.03%	161
2024 Q2	$2.42M	Buy	11,922 +2,250	+23%	+$455K	0.03%	162
2024 Q1	$2.03M	Sell	9,672 -2,271	-19%	-$453K	0.02%	172
2023 Q4	$2.4M	Buy	11,943 +2,673	+29%	+$479K	0.03%	153
2023 Q3	$1.64M	Sell	9,270 -2,451	-21%	-$460K	0.02%	166
2023 Q2	$2.19M	Sell	11,721 -1,375	-10%	-$245K	0.02%	144
2023 Q1	$2.34M	Sell	13,096 -3,660	-22%	-$674K	0.03%	139
2022 Q4	$2.92M	Sell	16,756 -4,859	-22%	-$864K	0.04%	127
2022 Q3	$3.56M	Buy	21,615 +3,456	+19%	+$630K	0.05%	118
2022 Q2	$3.08M	Buy	18,159 +6,798	+60%	+$1.25M	0.04%	123
2022 Q1	$2.33M	Sell	11,361 -492	-4%	-$100K	0.03%	137
2021 Q4	$2.64M	Buy	11,853 +114	+1%	+$25.8K	0.03%	138
2021 Q3	$2.57M	Buy	11,739 +122	+1%	+$27K	0.03%	140
2021 Q2	$2.67M	Buy	11,617 +280	+2%	+$63K	0.03%	140
2021 Q1	$2.5M	Hold	11,337	–	–	0.03%	128
2020 Q4	$2.22M	Sell	11,337 -990	-8%	-$173K	0.03%	117
2020 Q3	$1.85M	Sell	12,327 -3,164	-20%	-$476K	0.03%	123
2020 Q2	$2.22M	Sell	15,491 -16,868	-52%	-$2.21M	0.04%	114
2020 Q1	$3.7M	Sell	32,359 -13,912	-30%	-$2.07M	0.08%	89
2019 Q4	$7.67M	Buy	46,271 +3,392	+8%	+$536K	0.12%	83
2019 Q3	$6.49M	Sell	42,879 -580	-1%	-$88.6K	0.11%	84
2019 Q2	$6.76M	Sell	43,459 -2,443	-5%	-$377K	0.12%	83
2019 Q1	$7.03M	Sell	45,902 -6,603	-13%	-$992K	0.13%	82
2018 Q4	$7.03M	Buy	52,505 +48,343	+1,162%	+$7.21M	0.15%	77
2018 Q3	$702K	Buy	4,162 +650	+19%	+$110K	0.01%	186
2018 Q2	$575K	Sell	3,512 -4,214	-55%	-$674K	0.01%	193
2018 Q1	$1.17M	Sell	7,726 -662	-8%	-$102K	0.02%	141
2017 Q4	$1.28M	Buy	8,388 +415	+5%	+$62.3K	0.03%	135
2017 Q3	$1.18M	Sell	7,973 -360	-4%	-$50.7K	0.02%	133
2017 Q2	$1.17M	Sell	8,333 -1,707	-17%	-$236K	0.03%	130
2017 Q1	$1.38M	Buy	10,040 +6,420	+177%	+$877K	0.03%	119
2016 Q4	$488K	Sell	3,620 -309	-8%	-$39.5K	0.01%	171
2016 Q3	$488K	Hold	3,929	–	–	0.01%	172
2016 Q2	$452K	Sell	3,929 -155	-4%	-$17.5K	0.01%	172
2016 Q1	$452K	Sell	4,084 -7,340	-64%	-$760K	0.01%	173
2015 Q4	$1.29M	Buy	11,424 +1,206	+12%	+$139K	0.03%	114
2015 Q3	$1.12M	Buy	10,218 +7,409	+264%	+$878K	0.03%	115
2015 Q2	$351K	Sell	2,809 -103	-4%	-$12.9K	0.01%	179
2015 Q1	$362K	Buy	2,912 +159	+6%	+$19.2K	0.01%	182
2014 Q4	$329K	Buy	+2,753	New	+$315K	0.01%	187

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Haverford Trust Company increased its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q1 2026, buying an estimated $340K and bringing the position to 24,834 shares worth $6.16M. The position accounts for 0.06% of the portfolio, ranked #113.

Haverford Trust Company first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.67M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Haverford Trust Company held 24,834 shares of iShares Russell 2000 ETF worth $6.16M as of Q1 2026.
Haverford Trust Company bought 1,318 iShares Russell 2000 ETF shares in Q1 2026, an estimated $340K.
iShares Russell 2000 ETF made up 0.06% of Haverford Trust Company's portfolio in Q1 2026, its #113 holding.
Haverford Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
Haverford Trust Company's iShares Russell 2000 ETF position peaked at $7.67M in Q4 2019.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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