Haverford Trust Company’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$966K	Hold	14,410	–	–	0.01%	241
2026 Q1	$888K	Hold	14,410	–	–	0.01%	240
2025 Q4	$938K	Hold	14,410	–	–	0.01%	233
2025 Q3	$846K	Hold	14,410	–	–	0.01%	241
2025 Q2	$814K	Buy	14,410 +140	+1%	+$7.9K	0.01%	248
2025 Q1	$869K	Hold	14,270	–	–	0.01%	234
2024 Q4	$832K	Hold	14,270	–	–	0.01%	235
2024 Q3	$928K	Hold	14,270	–	–	0.01%	234
2024 Q2	$874K	Hold	14,270	–	–	0.01%	232
2024 Q1	$883K	Hold	14,270	–	–	0.01%	233
2023 Q4	$817K	Buy	14,270 +190	+1%	+$10.3K	0.01%	232
2023 Q3	$761K	Hold	14,080	–	–	0.01%	224
2023 Q2	$789K	Hold	14,080	–	–	0.01%	226
2023 Q1	$769K	Sell	14,080 -2,460	-15%	-$135K	0.01%	217
2022 Q4	$939K	Hold	16,540	–	–	0.01%	195
2022 Q3	$847K	Buy	16,540 +12,725	+334%	+$687K	0.01%	202
2022 Q2	$205K	Hold	3,815	–	–	﹤0.01%	325
2022 Q1	$220K	Hold	3,815	–	–	﹤0.01%	342
2021 Q4	$229K	Hold	3,815	–	–	﹤0.01%	334
2021 Q3	$211K	Sell	3,815 -45	-1%	-$2.57K	﹤0.01%	344
2021 Q2	$211K	Buy	+3,860	New	+$204K	﹤0.01%	346

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PCH

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Haverford Trust Company held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 14,410 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #241.

Haverford Trust Company first reported a position in IYH in Q2 2021 and has held it in 21 quarters since. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Haverford Trust Company held 14,410 shares of iShares US Healthcare ETF worth $966K as of Q2 2026.
Haverford Trust Company left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #241 holding.
Haverford Trust Company first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 21 quarters since.
534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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