Sageworth Trust Co IJH Holdings History

Number of Shares
44,925.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
0.15%
Total Estimate Gain
$-142,810.15
% of Total Estimate Gain
-1.62%

Sageworth Trust Co's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Sageworth Trust Co held 44,925.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.79 Mil. This investment constitutes 0.15% of their stock portfolio, and Sageworth Trust Co now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q2. And since then Sageworth Trust Co has made 6 purchases of IJH, at an average price of $61.28, for a total of 143,490.00 shares. In addition, there have been 2 sales at an average price of $58.64 for 98,565.00 shares. Based on historical transaction data and IJH's current price of $63.88, Sageworth Trust Co's estimated gain on his IJH holdings is $-142,810.15, reflecting a -1.62% gain to date.

Sageworth Trust Co IJH ($63.88) Holding Chart

Sageworth Trust Co IJH ($63.88) 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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