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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
|
|||||
|
2025
Q1 | $791K | Buy |
|
|||||
|
2024
Q4 | $868K | Buy |
|
|||||
|
2024
Q3 | $723K | Hold |
|
|||||
|
2024
Q2 | $660K | Sell |
|
|||||
|
2024
Q1 | $697K | Buy |
|
|||||
|
2023
Q4 | $669K | Buy |
|
|||||
|
2023
Q3 | $581K | Sell |
|
|||||
|
2023
Q2 | $788K | Buy |
|
|||||
|
2023
Q1 | $758K | Hold |
|
|||||
|
2022
Q4 | $742K | Sell |
|
|||||
|
2022
Q3 | $1.95M | Sell |
|
|||||
|
2022
Q2 | $2.26M | Buy |
|
|||||
|
2022
Q1 | $350K | Buy |
|