Sageworth Trust CO Reduced Holdings in Q3 2025

Sageworth Trust CO

  • $2.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-6.6K
- 63.28%
$157.1 - $178.94 $1.04M - $1.18M
3.83K $676K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.7K
- 30.53%
$62.09 - $66.51 $852K - $912K
31.2K $2.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.82K
- 19.22%
$122.57 - $132.57 $469K - $507K
16.1K $2.08M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-4.48K
- 15.98%
$45.13 - $48.29 $202K - $216K
23.5K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
-314
- 20.7%
N/A
1.2K $219K
USEP
Innovator U.S. Equity Ultra Bu
-10.9K
- 25.41%
N/A
31.9K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5
- 0.11%
$136.48 - $142.97 $682 - $715
4.64K $649K
DVY
Ishares Tr

ETFs
-9
- 0.14%
$133.88 - $142.57 $1.2K - $1.28K
6.54K $929K
DFAU
Dimensional ETF Tr

ETFs
-5.64K
- 5.78%
$42.42 - $45.96 $239K - $259K
92K $4.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5
- 0.03%
$132.9 - $142.03 $665 - $710
18.9K $2.67M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-337
- 0.94%
$109.47 - $119.06 $36.9K - $40.1K
35.6K $4.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.02%
$567.09 - $607.37 $1.13K - $1.21K
9.57K $5.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.29K
- 0.79%
$29.55 - $32.52 $127K - $140K
542K $17.4M
IWM
Ishares Russell 2000 ETF

ETFs
-10
- 0.02%
$214.92 - $244.84 $2.15K - $2.45K
52.2K $12.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 0.29%
$620.67 - $670.08 $60.2K - $65K
33.8K $22.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-646
- 3.79%
$293.94 - $444.72 $190K - $287K
16.4K $7.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-14.5K
- 1.5%
$63.41 - $69.69 $917K - $1.01M
949K $65M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-28.3K
- 1.94%
$60.01 - $65.01 $1.7M - $1.84M
1.43M $92.9M
VT
Vanguard Total World Stk Index

ETFs
-7.29K
- 1.24%
$128.41 - $138.03 $936K - $1.01M
582K $80.3M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.46K
- 0.26%
$128.32 - $138.41 $573K - $618K
1.73M $239M
VTI
Vanguard Total Stock Market Et

ETFs
-38.8K
- 3.22%
$303.93 - $329.86 $11.8M - $12.8M
1.17M $383M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-17.9K
- 0.43%
$68.24 - $73.73 $1.22M - $1.32M
4.13M $304M
Activity Summary
Buys All Purchases 216 New Holdings 171 Increased Positions 45 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sageworth Trust CO Portfolio

Follow Sageworth Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sageworth Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Sageworth Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email