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iShares S&P MidCap 400 Value Index shares owned by Sageworth Trust Company

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sageworth Trust Company from 13F filings

Historical chart of Sageworth Trust Company investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Sageworth Trust Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sageworth Trust Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 16k 129.72
2025-06-30 $2.5M 20k 123.58

More positions owned by Sageworth Trust Company

Vanguard Us Total Stock Mkt Sh Etf (VTI)
Vanguard Total International S Etf (VXUS)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Acwi Ex Us Etf (ACWX)
Vanguard Total World Stock Etf Etf (VT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Vanguard Ftse Developed Market Etf (VEA)
Vanguard Value Etf Etf (VTV)
Dimensional Etf Trust Internat Etf (DFIC)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Etf Trust Us Core Etf (DCOR)
Dimensional Etf Trust Emerging Etf (DFEM)
Invesco S&p 500 Equal Weight E Etf (RSP)

View all positions for Sageworth Trust Company

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
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Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index