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Haverford Trust Company’s iShares US Technology ETF IYW Stock Holding History

Haverford Trust Company’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.04M Hold
16,784
– – 0.03% 152
2025
Q4 		$3.35M Hold
16,784
– – 0.03% 144
2025
Q3 		$3.29M Hold
16,784
– – 0.03% 143
2025
Q2 		$2.91M Buy
16,784
+355
+2% +$53.8K 0.03% 152
2025
Q1 		$2.31M Hold
16,429
– – 0.02% 167
2024
Q4 		$2.62M Hold
16,429
– – 0.03% 153
2024
Q3 		$2.49M Sell
16,429
-1,963
-11% -$289K 0.02% 162
2024
Q2 		$2.77M Sell
18,392
-163
-0.9% -$22.5K 0.03% 155
2024
Q1 		$2.51M Hold
18,555
– – 0.03% 159
2023
Q4 		$2.28M Hold
18,555
– – 0.03% 154
2023
Q3 		$1.95M Sell
18,555
-440
-2% -$47.8K 0.02% 153
2023
Q2 		$2.07M Hold
18,995
– – 0.02% 150
2023
Q1 		$1.76M Hold
18,995
– – 0.02% 157
2022
Q4 		$1.41M Hold
18,995
– – 0.02% 169
2022
Q3 		$1.39M Buy
18,995
+6,730
+55% +$571K 0.02% 160
2022
Q2 		$981K Buy
12,265
+1,200
+11% +$106K 0.01% 190
2022
Q1 		$1.14M Hold
11,065
– – 0.01% 187
2021
Q4 		$1.27M Sell
11,065
-152
-1% -$16.9K 0.01% 180
2021
Q3 		$1.14M Buy
11,217
+129
+1% +$13.5K 0.01% 189
2021
Q2 		$1.1M Hold
11,088
– – 0.01% 191
2021
Q1 		$972K Hold
11,088
– – 0.01% 181
2020
Q4 		$943K Hold
11,088
– – 0.01% 167
2020
Q3 		$835K Hold
11,088
– – 0.01% 169
2020
Q2 		$748K Buy
+11,088
New +$669K 0.01% 175
2014
Q1 		– Sell
-37,716
Closed -$834K – 238
2013
Q4 		$834K Buy
+37,716
New +$785K 0.02% 133

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Haverford Trust Company's IYW Position: Q1 2026 in Review

Haverford Trust Company held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 16,784 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #152.

Haverford Trust Company first reported a position in IYW in Q4 2013 and has held it in 25 quarters since. The position peaked at $3.35M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Haverford Trust Company held 16,784 shares of iShares US Technology ETF worth $3.04M as of Q1 2026.
  • Haverford Trust Company left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.03% of Haverford Trust Company's portfolio in Q1 2026, its #152 holding.
  • Haverford Trust Company first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 25 quarters since.
  • Haverford Trust Company's iShares US Technology ETF position peaked at $3.35M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.