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Sentinel Pension Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Sentinel Pension Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,837
Closed -$5.91M – 139
2025
Q4 		$5.91M Sell
15,837
-202
-1% -$74.8K 0.91% 21
2025
Q3 		$5.86M Sell
16,039
-322
-2% -$113K 0.94% 20
2025
Q2 		$5.56M Sell
16,361
-23
-0.1% -$7.22K 0.94% 20
2025
Q1 		$5.03M Sell
16,384
-356
-2% -$115K 0.92% 21
2024
Q4 		$5.39M Sell
16,740
-2,117
-11% -$686K 1% 18
2024
Q3 		$5.93M Sell
18,857
-478
-2% -$145K 1.14% 18
2024
Q2 		$5.75M Sell
19,335
-200
-1% -$57.4K 1.19% 18
2024
Q1 		$5.63M Sell
19,535
-8
-0% -$2.19K 1.2% 16
2023
Q4 		$5.13M Sell
19,543
-3,558
-15% -$871K 1.22% 18
2023
Q3 		$5.43M Buy
23,101
+14
+0.1% +$3.43K 1.32% 14
2023
Q2 		$5.63M Sell
23,087
-271
-1% -$62.4K 1.36% 16
2023
Q1 		$5.23M Sell
23,358
-114
-0.5% -$25.1K 1.32% 17
2022
Q4 		$4.94M Sell
23,472
-1,519
-6% -$322K 1.55% 14
2022
Q3 		$4.93M Sell
24,991
-4,503
-15% -$987K 1.72% 13
2022
Q2 		$6.13M Buy
29,494
+6,527
+28% +$1.48M 2.06% 12
2022
Q1 		$5.74M Sell
22,967
-423
-2% -$104K 1.95% 16
2021
Q4 		$6.18M Sell
23,390
-1,176
-5% -$303K 1.95% 13
2021
Q3 		$5.94M Sell
24,566
-739
-3% -$184K 2.02% 12
2021
Q2 		$6.13M Buy
25,305
+20,815
+464% +$4.9M 2.15% 12
2021
Q1 		$207K Sell
4,490
-22,913
-84% -$5.02M 0.08% 64
2020
Q4 		$5.8M Sell
27,403
-10,844
-28% -$2.16M 2.12% 13
2020
Q3 		$7.16M Sell
38,247
-2,471
-6% -$456K 2.77% 11
2020
Q2 		$6.99M Sell
40,718
-8,094
-17% -$1.31M 2.92% 11
2020
Q1 		$6.91M Buy
+48,812
New +$8.25M 3.36% 10

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sentinel Pension Advisors's IWB Position: Q1 2026 in Review

Sentinel Pension Advisors sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 15,837 shares — an estimated $5.91M sold.

Sentinel Pension Advisors first reported a position in IWB in Q1 2020 and held it in 24 quarters. The position peaked at $7.16M in Q3 2020. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sentinel Pension Advisors reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Sentinel Pension Advisors sold 15,837 iShares Russell 1000 ETF shares in Q1 2026, an estimated $5.91M.
  • Sentinel Pension Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and held it in 24 quarters.
  • Sentinel Pension Advisors's iShares Russell 1000 ETF position peaked at $7.16M in Q3 2020.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.