Sentinel Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sentinel Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.74M	Sell	25,949 -216	-0.8%	-$45.2K	4.05%	9
2026 Q1	$4.96M	Sell	26,165 -187	-0.7%	-$36.2K	3.97%	8
2025 Q4	$4.78M	Hold	26,352	–	–	3.96%	10
2025 Q3	$4.66M	Sell	26,352 -3,536	-12%	-$597K	4.05%	9
2025 Q2	$4.72M	Buy	+29,888	New	+$4.45M	4.43%	9

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sentinel Wealth Management's IWN Position: Q2 2026 in Review

Sentinel Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.83% in Q2 2026, selling an estimated $45.2K and leaving 25,949 shares worth $5.74M. The position accounts for 4.05% of the portfolio, ranked #9.

Sentinel Wealth Management first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sentinel Wealth Management held 25,949 shares of iShares Russell 2000 Value ETF worth $5.74M as of Q2 2026.
Sentinel Wealth Management sold 216 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $45.2K.
iShares Russell 2000 Value ETF made up 4.05% of Sentinel Wealth Management's portfolio in Q2 2026, its #9 holding.
Sentinel Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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