Sageworth Trust Company of South Dakota’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Hold	3,273	–	–	0.16%	53
2026 Q1	$221K	Hold	3,273	–	–	0.18%	56
2025 Q4	$216K	Hold	3,273	–	–	0.18%	46
2025 Q3	$214K	Hold	3,273	–	–	0.2%	49
2025 Q2	$203K	Buy	+3,273	New	+$192K	0.22%	50

Other funds holding IJH

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sageworth Trust Company of South Dakota's IJH Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,273 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #53.

Sageworth Trust Company of South Dakota first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,310 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sageworth Trust Company of South Dakota held 3,273 shares of iShares Core S&P Mid-Cap ETF worth $252K as of Q2 2026.
Sageworth Trust Company of South Dakota left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #53 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,310 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.