Haverford Trust Company’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$898K	Hold	7,041	–	–	0.01%	248
2026 Q1	$828K	Hold	7,041	–	–	0.01%	242
2025 Q4	$908K	Hold	7,041	–	–	0.01%	234
2025 Q3	$892K	Hold	7,041	–	–	0.01%	232
2025 Q2	$852K	Hold	7,041	–	–	0.01%	243
2025 Q1	$795K	Hold	7,041	–	–	0.01%	240
2024 Q4	$779K	Hold	7,041	–	–	0.01%	244
2024 Q3	$732K	Hold	7,041	–	–	0.01%	261
2024 Q2	$666K	Hold	7,041	–	–	0.01%	264
2024 Q1	$673K	Hold	7,041	–	–	0.01%	254
2023 Q4	$601K	Hold	7,041	–	–	0.01%	256
2023 Q3	$526K	Sell	7,041 -714	-9%	-$55K	0.01%	245
2023 Q2	$579K	Hold	7,755	–	–	0.01%	252
2023 Q1	$552K	Hold	7,755	–	–	0.01%	251
2022 Q4	$585K	Sell	7,755 -7,987	-51%	-$599K	0.01%	226
2022 Q3	$1.06M	Buy	+15,742	New	+$1.16M	0.01%	185
2019 Q4	–	Sell	-6,600	Closed	-$425K	–	311
2019 Q3	$425K	Buy	+6,600	New	+$419K	0.01%	222

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Haverford Trust Company held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 7,041 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #248.

Haverford Trust Company first reported a position in IYF in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.06M in Q3 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Haverford Trust Company held 7,041 shares of iShares US Financials ETF worth $898K as of Q2 2026.
Haverford Trust Company left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #248 holding.
Haverford Trust Company first reported a position in iShares US Financials ETF in Q3 2019 and has held it in 17 quarters since.
Haverford Trust Company's iShares US Financials ETF position peaked at $1.06M in Q3 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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