Sageworth Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$143K Hold
2020
Q3
$124K Hold
2020
Q2
$118K Hold
2020
Q1
$104K Sell
2019
Q4
$1.58M Hold
2019
Q3
$1.49M Hold
2019
Q2
$1.47M Sell
2019
Q1
$1.43M Hold
2018
Q4
$1.29M Sell
2018
Q3
$1.49M Sell
2018
Q2
$1.45M Hold
2018
Q1
$1.43M Hold
2017
Q4
$1.49M Hold
2017
Q3
$1.42M Sell
2017
Q2
$2.86M Hold
2017
Q1
$2.82M Sell
2016
Q4
$2.75M Hold
2016
Q3
$2.59M Hold
2016
Q2
$2.54M Hold
2016
Q1
$2.43M Hold
2015
Q4
$2.4M Hold
2015
Q3
$2.29M Hold
2015
Q2
$2.53M Sell
2015
Q1
$2.6M Hold
2014
Q4
$2.63M Buy