Sentinel Trust’s iShares Micro-Cap ETF IWC Stock Holding History

Sentinel Trust’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	54,480 -13,626	-20%	-$2.49M	0.97%	18
2026 Q1	$10.9M	Buy	68,106 +15,150	+29%	+$2.51M	1.08%	17
2025 Q4	$8.35M	Hold	52,956	–	–	0.82%	20
2025 Q3	$7.89M	Sell	52,956 -6,304	-11%	-$875K	0.8%	22
2025 Q2	$7.57M	Hold	59,260	–	–	0.82%	21
2025 Q1	$6.57M	Buy	59,260 +1,800	+3%	+$224K	0.78%	23
2024 Q4	$7.49M	Hold	57,460	–	–	0.86%	21
2024 Q3	$7.09M	Buy	57,460 +23,700	+70%	+$2.86M	0.81%	21
2024 Q2	$3.85M	Sell	33,760 -5,400	-14%	-$622K	0.47%	35
2024 Q1	$4.75M	Buy	39,160 +32,400	+479%	+$3.73M	0.61%	29
2023 Q4	$784K	Sell	6,760 -13,197	-66%	-$1.34M	0.1%	86
2023 Q3	$2M	Buy	19,957 +8,797	+79%	+$951K	0.28%	52
2023 Q2	$1.22M	Buy	+11,160	New	+$1.17M	0.17%	70

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sentinel Trust's IWC Position: Q2 2026 in Review

Sentinel Trust reduced its iShares Micro-Cap ETF (IWC) stake by 20% in Q2 2026, selling an estimated $2.49M and leaving 54,480 shares worth $10.9M. The position accounts for 0.97% of the portfolio, ranked #18.

Sentinel Trust first reported a position in IWC in Q2 2023 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Sentinel Trust held 54,480 shares of iShares Micro-Cap ETF worth $10.9M as of Q2 2026.
Sentinel Trust sold 13,626 iShares Micro-Cap ETF shares in Q2 2026, an estimated $2.49M.
iShares Micro-Cap ETF made up 0.97% of Sentinel Trust's portfolio in Q2 2026, its #18 holding.
Sentinel Trust first reported a position in iShares Micro-Cap ETF in Q2 2023 and has held it in 13 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.