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Haverford Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Haverford Trust Company’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.46M Sell
87,043
-2,271
-3% -$227K 0.08% 106
2025
Q4 		$8.6M Buy
89,314
+474
+0.5% +$45.6K 0.08% 107
2025
Q3 		$8.58M Sell
88,840
-1,765
-2% -$167K 0.08% 107
2025
Q2 		$8.33M Sell
90,605
-5,103
-5% -$441K 0.08% 106
2025
Q1 		$8.14M Sell
95,708
-3,633
-4% -$324K 0.08% 104
2024
Q4 		$8.78M Hold
99,341
– – 0.09% 104
2024
Q3 		$8.76M Sell
99,341
-3,000
-3% -$253K 0.09% 103
2024
Q2 		$8.3M Sell
102,341
-7,938
-7% -$646K 0.09% 101
2024
Q1 		$9.27M Sell
110,279
-198,975
-64% -$15.8M 0.1% 101
2023
Q4 		$24M Buy
309,254
+279,340
+934% +$19.8M 0.27% 68
2023
Q3 		$2.07M Sell
29,914
-2,840
-9% -$207K 0.03% 147
2023
Q2 		$2.39M Sell
32,754
-12,744
-28% -$886K 0.03% 140
2023
Q1 		$3.18M Sell
45,498
-8,272
-15% -$584K 0.04% 125
2022
Q4 		$3.63M Sell
53,770
-3,763
-7% -$254K 0.04% 117
2022
Q3 		$3.58M Buy
57,533
+20,050
+53% +$1.38M 0.05% 117
2022
Q2 		$2.42M Buy
37,483
+21,382
+133% +$1.52M 0.03% 132
2022
Q1 		$1.26M Hold
16,101
– – 0.01% 181
2021
Q4 		$1.34M Buy
16,101
+82
+0.5% +$6.73K 0.01% 177
2021
Q3 		$1.25M Buy
16,019
+1,050
+7% +$84.1K 0.02% 181
2021
Q2 		$1.19M Sell
14,969
-6,535
-30% -$507K 0.01% 185
2021
Q1 		$1.59M Hold
21,504
– – 0.02% 153
2020
Q4 		$1.47M Hold
21,504
– – 0.02% 140
2020
Q3 		$1.23M Sell
21,504
-600
-3% -$34.2K 0.02% 144
2020
Q2 		$1.19M Sell
22,104
-11,449
-34% -$574K 0.02% 143
2020
Q1 		$1.45M Sell
33,553
-10,406
-24% -$573K 0.03% 128
2019
Q4 		$2.62M Buy
43,959
+23,652
+116% +$1.36M 0.04% 114
2019
Q3 		$1.14M Sell
20,307
-265
-1% -$14.8K 0.02% 154
2019
Q2 		$1.15M Hold
20,572
– – 0.02% 154
2019
Q1 		$1.11M Buy
20,572
+3,040
+17% +$157K 0.02% 155
2018
Q4 		$815K Buy
17,532
+4,428
+34% +$223K 0.02% 167
2018
Q3 		$722K Buy
13,104
+3,756
+40% +$206K 0.01% 184
2018
Q2 		$496K Buy
9,348
+1,544
+20% +$81.3K 0.01% 208
2018
Q1 		$403K Buy
7,804
+1,856
+31% +$97.8K 0.01% 222
2017
Q4 		$309K Hold
5,948
– – 0.01% 235
2017
Q3 		$293K Buy
5,948
+404
+7% +$19.5K 0.01% 220
2017
Q2 		$266K Sell
5,544
-8,920
-62% -$423K 0.01% 222
2017
Q1 		$677K Buy
14,464
+848
+6% +$39.3K 0.02% 161
2016
Q4 		$609K Buy
13,616
+2,392
+21% +$105K 0.01% 161
2016
Q3 		$489K Buy
11,224
+1,124
+11% +$48.7K 0.01% 171
2016
Q2 		$425K Sell
10,100
-4,820
-32% -$199K 0.01% 177
2016
Q1 		$608K Sell
14,920
-8,220
-36% -$313K 0.02% 159
2015
Q4 		$927K Buy
23,140
+7,784
+51% +$317K 0.02% 135
2015
Q3 		$597K Hold
15,356
– – 0.02% 156
2015
Q2 		$654K Hold
15,356
– – 0.02% 139
2015
Q1 		$665K Buy
15,356
+1,856
+14% +$78.9K 0.02% 139
2014
Q4 		$564K Buy
13,500
+8,400
+165% +$341K 0.02% 148
2014
Q3 		$202K Hold
5,100
– – 0.01% 220
2014
Q2 		$207K Buy
+5,100
New +$199K 0.01% 220

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Haverford Trust Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q1 2026, selling an estimated $227K and leaving 87,043 shares worth $8.46M. The position accounts for 0.08% of the portfolio, ranked #106.

Haverford Trust Company first reported a position in IWR in Q2 2014 and has held it in 48 quarters since. The position peaked at $24M in Q4 2023. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Haverford Trust Company held 87,043 shares of iShares Russell Mid-Cap ETF worth $8.46M as of Q1 2026.
  • Haverford Trust Company sold 2,271 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $227K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Haverford Trust Company's portfolio in Q1 2026, its #106 holding.
  • Haverford Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • Haverford Trust Company's iShares Russell Mid-Cap ETF position peaked at $24M in Q4 2023.
  • 1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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