Sentinel Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
4,165
| – | – | 0.04% | 96 |
|
|
2025
Q1 | $354K | Hold |
4,165
| – | – | 0.04% | 102 |
|
|
2024
Q4 | $368K | Hold |
4,165
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $367K | Hold |
4,165
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $338K | Hold |
4,165
| – | – | 0.04% | 109 |
|
|
2024
Q1 | $350K | Hold |
4,165
| – | – | 0.05% | 110 |
|
|
2023
Q4 | $324K | Hold |
4,165
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $288K | Hold |
4,165
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $304K | Hold |
4,165
| – | – | 0.04% | 115 |
|
|
2023
Q1 | $291K | Buy |
4,165
+157
| +4% | +$11K | 0.04% | 115 |
|
|
2022
Q4 | $270K | Hold |
4,008
| – | – | 0.04% | 94 |
|
|
2022
Q3 | $249K | Hold |
4,008
| – | – | 0.04% | 98 |
|
|
2022
Q2 | $259K | Hold |
4,008
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $313K | Buy |
+4,008
| New | +$313K | 0.04% | 111 |
|