iShares Russell 2000 Index shares owned by Sageworth Trust Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sageworth Trust Company
from 13F filings
Historical chart of Sageworth Trust Company investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sageworth Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 52k | 241.96 |
| 2025-06-30 | $11M | 52k | 215.79 |
| 2025-03-31 | $10M | 52k | 199.49 |
| 2024-12-31 | $12M | 53k | 220.96 |
| 2024-09-30 | $14M | 63k | 220.89 |
| 2024-06-30 | $22M | 106k | 202.89 |
| 2024-03-31 | $23M | 108k | 210.30 |
| 2023-12-31 | $29M | 144k | 200.71 |
| 2023-09-30 | $27M | 154k | 176.74 |
| 2023-06-30 | $30M | 161k | 187.27 |
| 2023-03-31 | $25M | 140k | 178.40 |
| 2022-12-31 | $28M | 158k | 174.36 |
| 2022-09-30 | $18M | 107k | 164.92 |
| 2022-06-30 | $13M | 76k | 169.35 |
| 2022-03-31 | $13M | 65k | 205.27 |
| 2021-12-31 | $8.7M | 39k | 222.46 |
| 2021-09-30 | $4.6M | 21k | 218.74 |
| 2021-06-30 | $2.6M | 11k | 229.38 |
| 2021-03-31 | $2.5M | 11k | 220.98 |
| 2020-12-31 | $4.8M | 24k | 196.06 |
| 2020-09-30 | $3.6M | 24k | 149.78 |
| 2020-06-30 | $3.4M | 24k | 143.20 |
| 2020-03-31 | $13M | 109k | 114.46 |
| 2019-12-31 | $2.9M | 18k | 165.64 |
| 2019-09-30 | $2.6M | 17k | 151.36 |
| 2019-06-30 | $2.7M | 17k | 155.52 |
| 2019-03-31 | $3.0k | 19 | 157.89 |
| 2018-12-31 | $3.0k | 19 | 157.89 |
| 2018-09-30 | $3.0k | 19 | 157.89 |
| 2018-06-30 | $3.0k | 19 | 157.89 |
| 2018-03-31 | $3.0k | 19 | 157.89 |
| 2017-12-31 | $3.0k | 19 | 157.89 |
| 2017-09-30 | $3.0k | 19 | 157.89 |
| 2017-06-30 | $3.0k | 19 | 157.89 |
| 2017-03-31 | $3.0k | 19 | 157.89 |
| 2016-12-31 | $3.0k | 19 | 157.89 |
| 2012-03-31 | $13M | 156k | 80.24 |
| 2011-12-31 | $2.7M | 36k | 73.75 |
| 2011-09-30 | $3.0M | 46k | 64.30 |
| 2011-06-30 | $1.9M | 23k | 82.80 |
| 2011-03-31 | $2.0M | 23k | 84.17 |
| 2010-12-31 | $3.1M | 40k | 78.24 |