Sageworth Trust Company of South Dakota’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
7,537
| – | – | 1.76% | 13 |
|
|
2025
Q1 | $1.5M | Hold |
7,537
| – | – | 1.81% | 14 |
|
|
2024
Q4 | $1.67M | Hold |
7,537
| – | – | 2.11% | 14 |
|
|
2024
Q3 | $1.66M | Hold |
7,537
| – | – | 2.13% | 14 |
|
|
2024
Q2 | $1.53M | Hold |
7,537
| – | – | 2.25% | 14 |
|
|
2024
Q1 | $1.59M | Hold |
7,537
| – | – | 2.45% | 11 |
|
|
2023
Q4 | $1.51M | Hold |
7,537
| – | – | 2.85% | 9 |
|
|
2023
Q3 | $1.33M | Hold |
7,537
| – | – | 2.93% | 9 |
|
|
2023
Q2 | $1.41M | Hold |
7,537
| – | – | 3.51% | 7 |
|
|
2023
Q1 | $1.34M | Hold |
7,537
| – | – | 3.14% | 7 |
|
|
2022
Q4 | $1.31M | Buy |
+7,537
| New | +$1.31M | 2.95% | 9 |
|