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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
Q2 		$6.33M Buy
+15,556
New +$6.17M 0.83% 22
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sentinel Pension Advisors's IWB Position: Q2 2026 in Review

Sentinel Pension Advisors opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 15,556 shares worth $6.33M. The stake represents 0.83% of the portfolio and ranks #22 among its holdings. This is a return to the name: Sentinel Pension Advisors previously reported a position in IWB as recently as Q4 2025.

Sentinel Pension Advisors first reported a position in IWB in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.16M in Q3 2020. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sentinel Pension Advisors held 15,556 shares of iShares Russell 1000 ETF worth $6.33M as of Q2 2026.
  • iShares Russell 1000 ETF was a new Sentinel Pension Advisors position in Q2 2026.
  • iShares Russell 1000 ETF made up 0.83% of Sentinel Pension Advisors's portfolio in Q2 2026, its #22 holding.
  • Sentinel Pension Advisors first reported a position in iShares Russell 1000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Sentinel Pension Advisors's iShares Russell 1000 ETF position peaked at $7.16M in Q3 2020.
  • 1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.