Sageworth Trust Company of South Dakota’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Hold |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $846K | Hold |
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|
2023
Q3 | $761K | Hold |
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|
2023
Q2 | $790K | Hold |
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|
2023
Q1 | $728K | Hold |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $504K | Hold |
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|
2022
Q1 | $603K | Hold |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $263K | Buy |
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