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Sentinel Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Sentinel Wealth Management’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 		$21.1M Sell
51,542
-212
-0.4% -$84K 14.88% 1
2026
Q1 		$18.5M Sell
51,754
-155
-0.3% -$57.8K 14.76% 1
2025
Q4 		$19.4M Sell
51,909
-1,473
-3% -$546K 16.07% 1
2025
Q3 		$19.5M Sell
53,382
-336
-0.6% -$118K 16.95% 1
2025
Q2 		$18.2M Buy
+53,718
New +$16.9M 17.14% 1

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 Wealth Management's IWB Position: Q2 2026 in Review

Sentinel Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.41% in Q2 2026, selling an estimated $84K and leaving 51,542 shares worth $21.1M. The position accounts for 14.88% of the portfolio, ranked #1.

Sentinel Wealth Management first reported a position in IWB in Q2 2025 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sentinel Wealth Management held 51,542 shares of iShares Russell 1000 ETF worth $21.1M as of Q2 2026.
  • Sentinel Wealth Management sold 212 iShares Russell 1000 ETF shares in Q2 2026, an estimated $84K.
  • iShares Russell 1000 ETF made up 14.88% of Sentinel Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Sentinel Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.