Sageworth Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sageworth Trust’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10	Closed	-$1K	–	232
2019 Q1	$1K	Buy	+10	New	+$642	﹤0.01%	242
2018 Q1	–	Sell	-68	Closed	-$4K	–	138
2017 Q4	$4K	Hold	68	–	–	﹤0.01%	69
2017 Q3	$4K	Hold	68	–	–	﹤0.01%	59
2017 Q2	$4K	Sell	68 -708	-91%	-$37.7K	﹤0.01%	108
2017 Q1	$40K	Sell	776 -5,684	-88%	-$290K	0.01%	48
2016 Q4	$315K	Hold	6,460	–	–	0.07%	28
2016 Q3	$315K	Hold	6,460	–	–	0.07%	26
2016 Q2	$302K	Hold	6,460	–	–	0.07%	26
2016 Q1	$298K	Hold	6,460	–	–	0.07%	27
2015 Q4	$297K	Sell	6,460 -5,128	-44%	-$238K	0.07%	25
2015 Q3	$513K	Hold	11,588	–	–	0.15%	23
2015 Q2	$561K	Sell	11,588 -1,724	-13%	-$85.1K	0.18%	21
2015 Q1	$652K	Hold	13,312	–	–	0.21%	19
2014 Q4	$621K	Buy	+13,312	New	+$602K	0.19%	38

Other funds holding IWP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Sageworth Trust's IWP Position: Q2 2019 in Review

Sageworth Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Sageworth Trust first reported a position in IWP in Q4 2014 and held it in 14 quarters. The position peaked at $652K in Q1 2015. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

Sageworth Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Sageworth Trust sold 10 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $1K.
Sageworth Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and held it in 14 quarters.
Sageworth Trust's iShares Russell Mid-Cap Growth ETF position peaked at $652K in Q1 2015.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Sageworth Trust's 13F filing for Q2 2019, filed 19 Jul 2019.