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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Hold	4,330	–	–	0.37%	35
2026 Q1	$490K	Hold	4,330	–	–	0.39%	39
2025 Q4	$534K	Sell	4,330 -2,474	-36%	-$303K	0.44%	34
2025 Q3	$821K	Hold	6,804	–	–	0.77%	29
2025 Q2	$749K	Hold	6,804	–	–	0.81%	27
2025 Q1	$632K	Hold	6,804	–	–	0.76%	31
2024 Q4	$691K	Hold	6,804	–	–	0.87%	27
2024 Q3	$651K	Hold	6,804	–	–	0.83%	31
2024 Q2	$630K	Hold	6,804	–	–	0.92%	28
2024 Q1	$575K	Hold	6,804	–	–	0.89%	31
2023 Q4	$511K	Hold	6,804	–	–	0.96%	31
2023 Q3	$466K	Hold	6,804	–	–	1.03%	30
2023 Q2	$480K	Hold	6,804	–	–	1.19%	27
2023 Q1	$435K	Hold	6,804	–	–	1.02%	26
2022 Q4	$398K	Buy	+6,804	New	+$409K	0.89%	27

Other funds holding IVW

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

Sageworth Trust Company of South Dakota held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 4,330 shares worth $596K. The position accounts for 0.37% of the portfolio, ranked #35.

Sageworth Trust Company of South Dakota first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $821K in Q3 2025. 1,785 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Sageworth Trust Company of South Dakota held 4,330 shares of iShares S&P 500 Growth ETF worth $596K as of Q2 2026.
Sageworth Trust Company of South Dakota left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.37% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #35 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Sageworth Trust Company of South Dakota's iShares S&P 500 Growth ETF position peaked at $821K in Q3 2025.
1,785 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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