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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return