Sageworth Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sageworth Trust’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Hold	31,440	–	–	0.1%	43
2026 Q1	$2.12M	Hold	31,440	–	–	0.09%	47
2025 Q4	$2.08M	Buy	31,440 +229	+0.7%	+$15K	0.09%	45
2025 Q3	$2.04M	Sell	31,211 -13,714	-31%	-$881K	0.09%	63
2025 Q2	$2.79M	Sell	44,925 -98,300	-69%	-$5.77M	0.15%	34
2025 Q1	$8.36M	Buy	143,225 +126,793	+772%	+$7.87M	0.52%	20
2024 Q4	$1.02M	Hold	16,432	–	–	0.06%	48
2024 Q3	$1.02M	Hold	16,432	–	–	0.06%	52
2024 Q2	$962K	Buy	16,432 +11,957	+267%	+$702K	0.06%	54
2024 Q1	$272K	Hold	4,475	–	–	0.02%	72
2023 Q4	$248K	Hold	4,475	–	–	0.02%	71
2023 Q3	$223K	Hold	4,475	–	–	0.02%	73
2023 Q2	$234K	Hold	4,475	–	–	0.02%	71
2023 Q1	$224K	Hold	4,475	–	–	0.02%	78
2022 Q4	$216K	Buy	4,475 +1,505	+51%	+$72.7K	0.02%	75
2022 Q3	$130K	Buy	2,970 +2,400	+421%	+$116K	0.01%	81
2022 Q2	$26K	Hold	570	–	–	﹤0.01%	183
2022 Q1	$31K	Hold	570	–	–	﹤0.01%	116
2021 Q4	$32K	Hold	570	–	–	﹤0.01%	138
2021 Q3	$30K	Hold	570	–	–	﹤0.01%	272
2021 Q2	$31K	Hold	570	–	–	﹤0.01%	308
2021 Q1	$30K	Hold	570	–	–	﹤0.01%	206
2020 Q4	$26K	Hold	570	–	–	﹤0.01%	146
2020 Q3	$21K	Sell	570 -265	-32%	-$9.91K	﹤0.01%	110
2020 Q2	$30K	Buy	+835	New	+$27.7K	﹤0.01%	95

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Sageworth Trust's IJH Position: Q2 2026 in Review

Sageworth Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 31,440 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #43.

Sageworth Trust first reported a position in IJH in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.36M in Q1 2025. 1,447 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sageworth Trust held 31,440 shares of iShares Core S&P Mid-Cap ETF worth $2.42M as of Q2 2026.
Sageworth Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Sageworth Trust's portfolio in Q2 2026, its #43 holding.
Sageworth Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Sageworth Trust's iShares Core S&P Mid-Cap ETF position peaked at $8.36M in Q1 2025.
1,447 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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