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

Sageworth Trust’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.84M	Hold	14,270	–	–	0.23%	25
2026 Q1	$5.09M	Hold	14,270	–	–	0.22%	26
2025 Q4	$5.33M	Hold	14,270	–	–	0.23%	25
2025 Q3	$5.22M	Buy	14,270 +303	+2%	+$107K	0.24%	35
2025 Q2	$4.74M	Sell	13,967 -1,886	-12%	-$592K	0.26%	25
2025 Q1	$4.86M	Hold	15,853	–	–	0.3%	22
2024 Q4	$5.11M	Hold	15,853	–	–	0.32%	21
2024 Q3	$4.98M	Hold	15,853	–	–	0.3%	23
2024 Q2	$4.72M	Hold	15,853	–	–	0.3%	25
2024 Q1	$4.57M	Hold	15,853	–	–	0.29%	25
2023 Q4	$4.16M	Hold	15,853	–	–	0.28%	26
2023 Q3	$3.72M	Hold	15,853	–	–	0.27%	29
2023 Q2	$3.86M	Hold	15,853	–	–	0.27%	25
2023 Q1	$3.57M	Hold	15,853	–	–	0.26%	27
2022 Q4	$3.34M	Hold	15,853	–	–	0.27%	26
2022 Q3	$3.13M	Hold	15,853	–	–	0.28%	26
2022 Q2	$3.29M	Hold	15,853	–	–	0.28%	22
2022 Q1	$3.96M	Sell	15,853 -17	-0.1%	-$4.2K	0.31%	23
2021 Q4	$4.2M	Hold	15,870	–	–	0.33%	23
2021 Q3	$3.84M	Buy	+15,870	New	+$3.95M	0.31%	24

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sageworth Trust's IWB Position: Q2 2026 in Review

Sageworth Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 14,270 shares worth $5.84M. The position accounts for 0.23% of the portfolio, ranked #25.

Sageworth Trust first reported a position in IWB in Q3 2021 and has held it in 20 quarters since. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Sageworth Trust held 14,270 shares of iShares Russell 1000 ETF worth $5.84M as of Q2 2026.
Sageworth Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.23% of Sageworth Trust's portfolio in Q2 2026, its #25 holding.
Sageworth Trust first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 20 quarters since.
1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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