Sageworth Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Hold |
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|
2025
Q1 | $721K | Hold |
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|
2024
Q4 | $788K | Hold |
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|
2024
Q3 | $743K | Hold |
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|
2024
Q2 | $718K | Hold |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $611K | Hold |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $573K | Hold |
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|
2023
Q1 | $520K | Hold |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $508K | Hold |
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|
2022
Q1 | $643K | Hold |
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|
2021
Q4 | $705K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $574K | Hold |
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|
2020
Q4 | $562K | Sell |
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|
2020
Q3 | $515K | Sell |
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|
2020
Q2 | $472K | Hold |
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|
2020
Q1 | $375K | Hold |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $470K | Hold |
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|
2018
Q4 | $411K | Sell |
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|
2018
Q3 | $510K | Hold |
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|
2018
Q2 | $468K | Hold |
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|
2018
Q1 | $447K | Hold |
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|
2017
Q4 | $440K | Hold |
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|
2017
Q3 | $413K | Hold |
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|
2017
Q2 | $394K | Sell |
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|
2017
Q1 | $455K | Hold |
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|
2016
Q4 | $421K | Hold |
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|
2016
Q3 | $421K | Hold |
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|
2016
Q2 | $403K | Sell |
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|
2016
Q1 | $426K | Hold |
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|
2015
Q4 | $426K | Sell |
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|
2015
Q3 | $894K | Hold |
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|
2015
Q2 | $944K | Hold |
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|
2015
Q1 | $945K | Hold |
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|
2014
Q4 | $925K | Buy |
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|
2014
Q3 | $393K | Hold |
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|
2014
Q2 | $387K | Sell |
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|
2014
Q1 | $501K | Hold |
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|
2013
Q4 | $495K | Buy |
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