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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Sell
7,894
-209
-3% -$28.7K 0.72% 24
2026
Q1
$1.01M Sell
8,103
-100
-1% -$12.7K 0.8% 23
2025
Q4
$986K Hold
8,203
0.81% 26
2025
Q3
$975K Hold
8,203
0.92% 23
2025
Q2
$897K Buy
8,203
+643
+9% +$66.5K 0.97% 23
2025
Q1
$791K Buy
7,560
+29
+0.4% +$3.27K 0.95% 24
2024
Q4
$868K Buy
7,531
+1,347
+22% +$161K 1.1% 23
2024
Q3
$723K Hold
6,184
0.93% 26
2024
Q2
$660K Sell
6,184
-122
-2% -$13.1K 0.97% 27
2024
Q1
$697K Buy
6,306
+122
+2% +$13K 1.08% 26
2023
Q4
$669K Buy
6,184
+20
+0.3% +$1.93K 1.26% 22
2023
Q3
$581K Sell
6,164
-1,746
-22% -$174K 1.28% 23
2023
Q2
$788K Buy
7,910
+75
+1% +$7.14K 1.96% 19
2023
Q1
$758K Hold
7,835
1.77% 18
2022
Q4
$742K Sell
7,835
-14,539
-65% -$1.39M 1.67% 18
2022
Q3
$1.95M Sell
22,374
-2,126
-9% -$207K 4.8% 6
2022
Q2
$2.26M Buy
24,500
+21,260
+656% +$2.11M 4.67% 7
2022
Q1
$350K Buy
+3,240
New +$350K 0.65% 27

Other funds holding IJR

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

Sageworth Trust Company of South Dakota reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $28.7K and leaving 7,894 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #24.

Sageworth Trust Company of South Dakota first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.26M in Q2 2022. 2,400 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Sageworth Trust Company of South Dakota held 7,894 shares of iShares Core S&P Small-Cap ETF worth $1.17M as of Q2 2026.
  • Sageworth Trust Company of South Dakota sold 209 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Core S&P Small-Cap ETF made up 0.72% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #24 holding.
  • Sageworth Trust Company of South Dakota first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Sageworth Trust Company of South Dakota's iShares Core S&P Small-Cap ETF position peaked at $2.26M in Q2 2022.
  • 2,400 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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