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Sentry LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Sentry LLC’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
Q1 		$493K Sell
1,382
-68
-5% -$25.3K 0.16% 70
2025
Q4 		$541K Buy
1,450
+1
+0.1% +$370 0.15% 71
2025
Q3 		$529K Sell
1,449
-48
-3% -$16.9K 0.13% 71
2025
Q2 		$508K Buy
1,497
+1
+0.1% +$314 0.1% 73
2025
Q1 		$459K Buy
1,496
+1
+0.1% +$323 0.09% 74
2024
Q4 		$482K Buy
1,495
+1
+0.1% +$324 0.09% 68
2024
Q3 		$470K Buy
1,494
+1
+0.1% +$303 0.09% 72
2024
Q2 		$444K Buy
1,493
+1
+0.1% +$287 0.08% 74
2024
Q1 		$430K Buy
1,492
+1
+0.1% +$274 0.08% 76
2023
Q4 		$391K Buy
1,491
+3
+0.2% +$735 0.08% 76
2023
Q3 		$349K Hold
1,488
– – 0.07% 77
2023
Q2 		$363K Buy
1,488
+1
+0.1% +$230 0.08% 84
2023
Q1 		$335K Buy
+1,487
New +$327K 0.08% 90

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sentry LLC's IWB Position: Q1 2026 in Review

Sentry LLC reduced its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q1 2026, selling an estimated $25.3K and leaving 1,382 shares worth $493K. The position accounts for 0.16% of the portfolio, ranked #70.

Sentry LLC first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $541K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Sentry LLC held 1,382 shares of iShares Russell 1000 ETF worth $493K as of Q1 2026.
  • Sentry LLC sold 68 iShares Russell 1000 ETF shares in Q1 2026, an estimated $25.3K.
  • iShares Russell 1000 ETF made up 0.16% of Sentry LLC's portfolio in Q1 2026, its #70 holding.
  • Sentry LLC first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
  • Sentry LLC's iShares Russell 1000 ETF position peaked at $541K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Sentry LLC's 13F filing for Q1 2026, filed 23 Apr 2026.