Sageworth Trust Company of South Dakota’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	4,624 -2,913	-39%	-$819K	0.86%	22
2026 Q1	$1.87M	Hold	7,537	–	–	1.48%	17
2025 Q4	$1.86M	Hold	7,537	–	–	1.52%	17
2025 Q3	$1.82M	Hold	7,537	–	–	1.72%	15
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	+$1.34M	2.95%	9

Other funds holding IWM

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota reduced its iShares Russell 2000 ETF (IWM) stake by 39% in Q2 2026, selling an estimated $819K and leaving 4,624 shares worth $1.39M. The position accounts for 0.86% of the portfolio, ranked #22.

Sageworth Trust Company of South Dakota first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2026. 2,210 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sageworth Trust Company of South Dakota held 4,624 shares of iShares Russell 2000 ETF worth $1.39M as of Q2 2026.
Sageworth Trust Company of South Dakota sold 2,913 iShares Russell 2000 ETF shares in Q2 2026, an estimated $819K.
iShares Russell 2000 ETF made up 0.86% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #22 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Sageworth Trust Company of South Dakota's iShares Russell 2000 ETF position peaked at $1.87M in Q1 2026.
2,210 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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