Sageworth Trust Company of South Dakota’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,154	Closed	-$127K	–	122
2023 Q1	$127K	Hold	1,154	–	–	0.3%	42
2022 Q4	$125K	Buy	+1,154	New	+$127K	0.28%	43

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sageworth Trust Company of South Dakota's IJT Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2023, closing a stake of 1,154 shares — an estimated $127K sold.

Sageworth Trust Company of South Dakota first reported a position in IJT in Q4 2022 and held it in 2 quarters. The position peaked at $127K in Q1 2023. 625 funds tracked by Wall St. Rank hold IJT as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 1,154 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $127K.
Sageworth Trust Company of South Dakota first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and held it in 2 quarters.
Sageworth Trust Company of South Dakota's iShares S&P Small-Cap 600 Growth ETF position peaked at $127K in Q1 2023.
625 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.