Haverford Trust Company’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Hold |
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|
2025
Q1 | $795K | Hold |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $732K | Hold |
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $425K | Buy |
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