Sageworth Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
50,082
-1,695
| -3% | -$437K | 0.53% | 18 |
|
|
2025
Q4 | $12.7M | Sell |
51,777
-411
| -0.8% | -$101K | 0.55% | 18 |
|
|
2025
Q3 | $12.6M | Sell |
52,188
-10
| -0% | -$2.29K | 0.59% | 20 |
|
|
2025
Q2 | $11.3M | Sell |
52,198
-116
| -0.2% | -$23.3K | 0.62% | 18 |
|
|
2025
Q1 | $10.4M | Sell |
52,314
-780
| -1% | -$169K | 0.65% | 18 |
|
|
2024
Q4 | $11.7M | Sell |
53,094
-9,873
| -16% | -$2.25M | 0.73% | 18 |
|
|
2024
Q3 | $13.9M | Sell |
62,967
-42,995
| -41% | -$9.2M | 0.83% | 16 |
|
|
2024
Q2 | $21.5M | Sell |
105,962
-1,941
| -2% | -$392K | 1.36% | 12 |
|
|
2024
Q1 | $22.7M | Sell |
107,903
-35,891
| -25% | -$7.16M | 1.46% | 12 |
|
|
2023
Q4 | $28.9M | Sell |
143,794
-10,146
| -7% | -$1.82M | 1.97% | 12 |
|
|
2023
Q3 | $27.2M | Sell |
153,940
-7,146
| -4% | -$1.34M | 2% | 13 |
|
|
2023
Q2 | $30.2M | Buy |
161,086
+21,524
| +15% | +$3.84M | 2.13% | 12 |
|
|
2023
Q1 | $24.9M | Sell |
139,562
-18,397
| -12% | -$3.39M | 1.84% | 14 |
|
|
2022
Q4 | $27.5M | Buy |
157,959
+50,677
| +47% | +$9.01M | 2.19% | 11 |
|
|
2022
Q3 | $17.7M | Buy |
107,282
+31,304
| +41% | +$5.71M | 1.56% | 14 |
|
|
2022
Q2 | $12.9M | Buy |
75,978
+11,337
| +18% | +$2.09M | 1.1% | 11 |
|
|
2022
Q1 | $13.3M | Buy |
64,641
+25,358
| +65% | +$5.17M | 1.03% | 11 |
|
|
2021
Q4 | $8.74M | Buy |
39,283
+18,171
| +86% | +$4.11M | 0.68% | 13 |
|
|
2021
Q3 | $4.62M | Buy |
21,112
+9,921
| +89% | +$2.2M | 0.37% | 17 |
|
|
2021
Q2 | $2.57M | Hold |
11,191
| – | – | 0.2% | 26 |
|
|
2021
Q1 | $2.47M | Sell |
11,191
-13,098
| -54% | -$2.86M | 0.21% | 27 |
|
|
2020
Q4 | $4.76M | Hold |
24,289
| – | – | 0.43% | 21 |
|
|
2020
Q3 | $3.64M | Buy |
24,289
+245
| +1% | +$36.9K | 0.39% | 22 |
|
|
2020
Q2 | $3.44M | Sell |
24,044
-85,081
| -78% | -$11.2M | 0.38% | 20 |
|
|
2020
Q1 | $12.5M | Buy |
109,125
+91,515
| +520% | +$13.6M | 1.54% | 10 |
|
|
2019
Q4 | $2.92M | Buy |
17,610
+300
| +2% | +$47.4K | 0.32% | 20 |
|
|
2019
Q3 | $2.62M | Hold |
17,310
| – | – | 0.31% | 19 |
|
|
2019
Q2 | $2.69M | Buy |
17,310
+17,291
| +91,005% | +$2.67M | 0.32% | 20 |
|
|
2019
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 209 |
|
|
2018
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 117 |
|
|
2018
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 146 |
|
|
2018
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 135 |
|
|
2018
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 123 |
|
|
2017
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 79 |
|
|
2017
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 61 |
|
|
2017
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 109 |
|
|
2017
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 74 |
|
|
2016
Q4 | $3K | Buy |
+19
| New | +$2.43K | ﹤0.01% | 51 |
|
Other funds holding IWM
Sageworth Trust's IWM Position: Q1 2026 in Review
Sageworth Trust reduced its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q1 2026, selling an estimated $437K and leaving 50,082 shares worth $12.4M. The position accounts for 0.53% of the portfolio, ranked #18.
Sageworth Trust first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $30.2M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Sageworth Trust held 50,082 shares of iShares Russell 2000 ETF worth $12.4M as of Q1 2026.
- Sageworth Trust sold 1,695 iShares Russell 2000 ETF shares in Q1 2026, an estimated $437K.
- iShares Russell 2000 ETF made up 0.53% of Sageworth Trust's portfolio in Q1 2026, its #18 holding.
- Sageworth Trust first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
- Sageworth Trust's iShares Russell 2000 ETF position peaked at $30.2M in Q2 2023.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.