Sageworth Trust Company of South Dakota’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Hold	2,519	–	–	1.16%	19
2026 Q1	$1.65M	Hold	2,519	–	–	1.3%	18
2025 Q4	$1.73M	Buy	2,519 +77	+3%	+$52.3K	1.41%	18
2025 Q3	$1.63M	Hold	2,442	–	–	1.54%	18
2025 Q2	$1.52M	Buy	2,442 +1,140	+88%	+$655K	1.64%	15
2025 Q1	$732K	Hold	1,302	–	–	0.88%	28
2024 Q4	$766K	Hold	1,302	–	–	0.97%	25
2024 Q3	$751K	Buy	1,302 +230	+21%	+$128K	0.96%	23
2024 Q2	$587K	Sell	1,072 -27	-2%	-$14.2K	0.86%	30
2024 Q1	$578K	Sell	1,099 -673	-38%	-$337K	0.89%	30
2023 Q4	$846K	Hold	1,772	–	–	1.6%	20
2023 Q3	$761K	Hold	1,772	–	–	1.68%	19
2023 Q2	$790K	Hold	1,772	–	–	1.96%	18
2023 Q1	$728K	Hold	1,772	–	–	1.7%	19
2022 Q4	$681K	Hold	1,772	–	–	1.53%	19
2022 Q3	$636K	Buy	1,772 +442	+33%	+$176K	1.56%	21
2022 Q2	$504K	Hold	1,330	–	–	1.04%	25
2022 Q1	$603K	Hold	1,330	–	–	1.13%	23
2021 Q4	$634K	Buy	1,330 +630	+90%	+$290K	0.98%	22
2021 Q3	$302K	Hold	700	–	–	2.06%	4
2021 Q2	$301K	Hold	700	–	–	2.01%	4
2021 Q1	$278K	Hold	700	–	–	1.91%	4
2020 Q4	$263K	Buy	+700	New	+$249K	1.87%	4

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,519 shares worth $1.89M. The position accounts for 1.16% of the portfolio, ranked #19.

Sageworth Trust Company of South Dakota first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sageworth Trust Company of South Dakota held 2,519 shares of iShares Core S&P 500 ETF worth $1.89M as of Q2 2026.
Sageworth Trust Company of South Dakota left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.16% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #19 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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