Haverford Trust Company’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$846K	Hold	8,370	–	–	0.01%	254
2026 Q1	$811K	Hold	8,370	–	–	0.01%	245
2025 Q4	$863K	Hold	8,370	–	–	0.01%	240
2025 Q3	$877K	Hold	8,370	–	–	0.01%	235
2025 Q2	$834K	Hold	8,370	–	–	0.01%	247
2025 Q1	$739K	Hold	8,370	–	–	0.01%	246
2024 Q4	$805K	Hold	8,370	–	–	0.01%	240
2024 Q3	$736K	Hold	8,370	–	–	0.01%	260
2024 Q2	$680K	Hold	8,370	–	–	0.01%	262
2024 Q1	$686K	Hold	8,370	–	–	0.01%	252
2023 Q4	$634K	Hold	8,370	–	–	0.01%	251
2023 Q3	$560K	Hold	8,370	–	–	0.01%	242
2023 Q2	$596K	Hold	8,370	–	–	0.01%	248
2023 Q1	$541K	Hold	8,370	–	–	0.01%	253
2022 Q4	$477K	Hold	8,370	–	–	0.01%	246
2022 Q3	$487K	Buy	+8,370	New	+$533K	0.01%	249
2019 Q4	–	Sell	-7,600	Closed	-$413K	–	310
2019 Q3	$413K	Buy	+7,600	New	+$417K	0.01%	226
2014 Q1	–	Sell	-16,800	Closed	-$510K	–	237
2013 Q4	$510K	Buy	+16,800	New	+$487K	0.01%	172

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Haverford Trust Company held its iShares US Consumer Discretionary ETF (IYC) position steady in Q2 2026 at 8,370 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #254.

Haverford Trust Company first reported a position in IYC in Q4 2013 and has held it in 18 quarters since. The position peaked at $877K in Q3 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Haverford Trust Company held 8,370 shares of iShares US Consumer Discretionary ETF worth $846K as of Q2 2026.
Haverford Trust Company left its iShares US Consumer Discretionary ETF share count unchanged in Q2 2026.
iShares US Consumer Discretionary ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #254 holding.
Haverford Trust Company first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and has held it in 18 quarters since.
Haverford Trust Company's iShares US Consumer Discretionary ETF position peaked at $877K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

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