Sageworth Trust Company of South Dakota’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $261K | Buy |
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