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 Q3	$705K	Hold	3,815	–	–	0.5%	27
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 $200B AUM 30.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.7B AUM 25.03% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sentinel Wealth Management's IWC Position: Q3 2026 in Review

Sentinel Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 3,815 shares worth $705K. The position accounts for 0.5% of the portfolio, ranked #27.

Sentinel Wealth Management first reported a position in IWC in Q2 2025 and has held it in 6 quarters since. The position peaked at $763K in Q2 2026. 188 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Sentinel Wealth Management held 3,815 shares of iShares Micro-Cap ETF worth $705K as of Q3 2026.
Sentinel Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
iShares Micro-Cap ETF made up 0.5% of Sentinel Wealth Management's portfolio in Q3 2026, its #27 holding.
Sentinel Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Sentinel Wealth Management's iShares Micro-Cap ETF position peaked at $763K in Q2 2026.
188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Sentinel Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.