Sageworth Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.74M Sell
2025
Q1
$4.86M Hold
2024
Q4
$5.11M Hold
2024
Q3
$4.98M Hold
2024
Q2
$4.72M Hold
2024
Q1
$4.57M Hold
2023
Q4
$4.16M Hold
2023
Q3
$3.72M Hold
2023
Q2
$3.86M Hold
2023
Q1
$3.57M Hold
2022
Q4
$3.34M Hold
2022
Q3
$3.13M Hold
2022
Q2
$3.29M Hold
2022
Q1
$3.96M Sell
2021
Q4
$4.2M Hold
2021
Q3
$3.84M Buy