Sentinel Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sentinel Trust’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Hold	4,165	–	–	0.04%	101
2026 Q1	$405K	Hold	4,165	–	–	0.04%	107
2025 Q4	$401K	Hold	4,165	–	–	0.04%	103
2025 Q3	$402K	Hold	4,165	–	–	0.04%	96
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%	+$11.1K	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	+$309K	0.04%	111

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Sentinel Trust's IWR Position: Q2 2026 in Review

Sentinel Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,165 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #101.

Sentinel Trust first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sentinel Trust held 4,165 shares of iShares Russell Mid-Cap ETF worth $459K as of Q2 2026.
Sentinel Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Sentinel Trust's portfolio in Q2 2026, its #101 holding.
Sentinel Trust first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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