Sageworth Trust Company of South Dakota’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$398K | 0.89% | 27 |
|