Haverford Trust Company’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $597K | Hold |
1,400
| – | – | 0.01% | 287 |
|
|
2026
Q1 | $519K | Hold |
1,400
| – | – | ﹤0.01% | 294 |
|
|
2025
Q4 | $542K | Hold |
1,400
| – | – | ﹤0.01% | 282 |
|
|
2025
Q3 | $531K | Hold |
1,400
| – | – | ﹤0.01% | 280 |
|
|
2025
Q2 | $491K | Hold |
1,400
| – | – | ﹤0.01% | 300 |
|
|
2025
Q1 | $445K | Hold |
1,400
| – | – | ﹤0.01% | 301 |
|
|
2024
Q4 | $468K | Hold |
1,400
| – | – | ﹤0.01% | 299 |
|
|
2024
Q3 | $457K | Hold |
1,400
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $432K | Hold |
1,400
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $420K | Hold |
1,400
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $383K | Hold |
1,400
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $343K | Hold |
1,400
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $356K | Hold |
1,400
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $330K | Hold |
1,400
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $309K | Hold |
1,400
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $290K | Hold |
1,400
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $304K | Hold |
1,400
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $367K | Hold |
1,400
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $389K | Hold |
1,400
| – | – | ﹤0.01% | 286 |
|
|
2021
Q3 | $357K | Hold |
1,400
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $358K | Hold |
1,400
| – | – | ﹤0.01% | 287 |
|
|
2021
Q1 | $332K | Hold |
1,400
| – | – | ﹤0.01% | 262 |
|
|
2020
Q4 | $313K | Hold |
1,400
| – | – | ﹤0.01% | 249 |
|
|
2020
Q3 | $274K | Sell |
1,400
-50
| -3% | -$9.68K | ﹤0.01% | 251 |
|
|
2020
Q2 | $261K | Sell |
1,450
-200
| -12% | -$33.9K | ﹤0.01% | 253 |
|
|
2020
Q1 | $245K | Sell |
1,650
-100
| -6% | -$17.8K | 0.01% | 243 |
|
|
2019
Q4 | $330K | Hold |
1,750
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $304K | Hold |
1,750
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $302K | Hold |
1,750
| – | – | 0.01% | 249 |
|
|
2019
Q1 | $292K | Sell |
1,750
-200
| -10% | -$32.1K | 0.01% | 247 |
|
|
2018
Q4 | $286K | Hold |
1,950
| – | – | 0.01% | 242 |
|
|
2018
Q3 | $336K | Sell |
1,950
-100
| -5% | -$16.9K | 0.01% | 238 |
|
|
2018
Q2 | $333K | Hold |
2,050
| – | – | 0.01% | 234 |
|
|
2018
Q1 | $320K | Buy |
2,050
+750
| +58% | +$121K | 0.01% | 244 |
|
|
2017
Q4 | $206K | Buy |
+1,300
| New | +$200K | ﹤0.01% | 278 |
|
Other funds holding IWV
UMC
PWA
Haverford Trust Company's IWV Position: Q2 2026 in Review
Haverford Trust Company held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,400 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #287.
Haverford Trust Company first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- Haverford Trust Company held 1,400 shares of iShares Russell 3000 ETF worth $597K as of Q2 2026.
- Haverford Trust Company left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
- iShares Russell 3000 ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #287 holding.
- Haverford Trust Company first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
- 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.