Number of Shares
2,442.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
1.64%
Total Estimate Gain
$412,591.83
% of Total Estimate Gain
27.60%

Sageworth Trust Co of South Dakota's iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Sageworth Trust Co of South Dakota held 2,442.00 shares of iShares Core S&P 500 ETF(IVV), totaling $1.52 Mil. This investment constitutes 1.64% of their stock portfolio, and Sageworth Trust Co of South Dakota now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2020Q4. And since then Sageworth Trust Co of South Dakota has made 4 purchases of IVV, at an average price of $475.72, for a total of 3,142.00 shares. In addition, there have been 2 sales at an average price of $501.34 for 700.00 shares. Based on historical transaction data and IVV's current price of $637.33, Sageworth Trust Co of South Dakota's estimated gain on his IVV holdings is $412,591.83, reflecting a 27.60% gain to date.

Sageworth Trust Co of South Dakota IVV ($637.33) Holding Chart

Sageworth Trust Co of South Dakota IVV ($637.33) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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