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

Sentinel Wealth Management’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	$763K	Hold	3,815	–	–	0.54%	27
2026 Q1	$609K	Hold	3,815	–	–	0.49%	27
2025 Q4	$602K	Hold	3,815	–	–	0.5%	28
2025 Q3	$569K	Hold	3,815	–	–	0.49%	28
2025 Q2	$487K	Buy	+3,815	New	+$441K	0.46%	30

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 Wealth Management's IWC Position: Q2 2026 in Review

Sentinel Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 3,815 shares worth $763K. The position accounts for 0.54% of the portfolio, ranked #27.

Sentinel Wealth Management first reported a position in IWC in Q2 2025 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Sentinel Wealth Management held 3,815 shares of iShares Micro-Cap ETF worth $763K as of Q2 2026.
Sentinel Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.54% of Sentinel Wealth Management's portfolio in Q2 2026, its #27 holding.
Sentinel Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2025 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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