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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	5,909 -62	-1%	-$20.6K	0.02%	181
2025 Q4	$1.93M	Hold	5,971	–	–	0.02%	175
2025 Q3	$1.91M	Hold	5,971	–	–	0.02%	175
2025 Q2	$1.71M	Sell	5,971 -7	-0.1%	-$1.84K	0.02%	191
2025 Q1	$1.53M	Buy	5,978 +7	+0.1%	+$1.98K	0.02%	188
2024 Q4	$1.72M	Hold	5,971	–	–	0.02%	178
2024 Q3	$1.7M	Sell	5,971 -40	-0.7%	-$11K	0.02%	186
2024 Q2	$1.58M	Hold	6,011	–	–	0.02%	190
2024 Q1	$1.63M	Hold	6,011	–	–	0.02%	185
2023 Q4	$1.52M	Hold	6,011	–	–	0.02%	184
2023 Q3	$1.35M	Hold	6,011	–	–	0.02%	183
2023 Q2	$1.46M	Sell	6,011 -100	-2%	-$22.9K	0.02%	178
2023 Q1	$1.39M	Buy	6,111 +410	+7%	+$93.8K	0.02%	173
2022 Q4	$1.22M	Buy	5,701 +2,940	+106%	+$644K	0.02%	176
2022 Q3	$570K	Sell	2,761 -2,535	-48%	-$571K	0.01%	235
2022 Q2	$1.09M	Sell	5,296 -2,743	-34%	-$612K	0.01%	183
2022 Q1	$2.06M	Sell	8,039 -160	-2%	-$41K	0.02%	144
2021 Q4	$2.4M	Hold	8,199	–	–	0.03%	141
2021 Q3	$2.41M	Buy	8,199 +446	+6%	+$134K	0.03%	142
2021 Q2	$2.42M	Buy	7,753 +2,488	+47%	+$749K	0.03%	144
2021 Q1	$1.58M	Sell	5,265 -85	-2%	-$26.4K	0.02%	155
2020 Q4	$1.53M	Hold	5,350	–	–	0.02%	138
2020 Q3	$1.19M	Sell	5,350 -57	-1%	-$12.5K	0.02%	147
2020 Q2	$1.12M	Hold	5,407	–	–	0.02%	146
2020 Q1	$855K	Hold	5,407	–	–	0.02%	159
2019 Q4	$1.16M	Hold	5,407	–	–	0.02%	160
2019 Q3	$1.04M	Buy	5,407 +57	+1%	+$11.3K	0.02%	163
2019 Q2	$1.07M	Sell	5,350 -52	-1%	-$10.3K	0.02%	160
2019 Q1	$1.06M	Sell	5,402 -100	-2%	-$19K	0.02%	158
2018 Q4	$924K	Sell	5,502 -419	-7%	-$78.1K	0.02%	158
2018 Q3	$1.27M	Buy	5,921 +419	+8%	+$89.3K	0.02%	143
2018 Q2	$1.12M	Sell	5,502 -210	-4%	-$42K	0.02%	148
2018 Q1	$1.09M	Buy	5,712 +644	+13%	+$124K	0.02%	147
2017 Q4	$946K	Hold	5,068	–	–	0.02%	159
2017 Q3	$907K	Buy	5,068 +3,250	+179%	+$552K	0.02%	149
2017 Q2	$307K	Hold	1,818	–	–	0.01%	208
2017 Q1	$294K	Hold	1,818	–	–	0.01%	220
2016 Q4	$280K	Hold	1,818	–	–	0.01%	214
2016 Q3	$271K	Hold	1,818	–	–	0.01%	215
2016 Q2	$249K	Sell	1,818 -1,157	-39%	-$156K	0.01%	212
2016 Q1	$395K	Hold	2,975	–	–	0.01%	181
2015 Q4	$414K	Sell	2,975 -120	-4%	-$17K	0.01%	178
2015 Q3	$415K	Buy	3,095 +120	+4%	+$17.8K	0.01%	175
2015 Q2	$460K	Hold	2,975	–	–	0.01%	160
2015 Q1	$451K	Hold	2,975	–	–	0.01%	162
2014 Q4	$424K	Hold	2,975	–	–	0.01%	162
2014 Q3	$386K	Hold	2,975	–	–	0.01%	163
2014 Q2	$412K	Hold	2,975	–	–	0.01%	160
2014 Q1	$405K	Hold	2,975	–	–	0.01%	150
2013 Q4	$403K	Buy	+2,975	New	+$386K	0.01%	196
2013 Q3	–	Sell	-2,975	Closed	-$332K	–	231
2013 Q2	$332K	Buy	+2,975	New	+$325K	0.01%	179

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Haverford Trust Company reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q1 2026, selling an estimated $20.6K and leaving 5,909 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #181.

Haverford Trust Company first reported a position in IWO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.42M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Haverford Trust Company held 5,909 shares of iShares Russell 2000 Growth ETF worth $1.85M as of Q1 2026.
Haverford Trust Company sold 62 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $20.6K.
iShares Russell 2000 Growth ETF made up 0.02% of Haverford Trust Company's portfolio in Q1 2026, its #181 holding.
Haverford Trust Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Haverford Trust Company's iShares Russell 2000 Growth ETF position peaked at $2.42M in Q2 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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