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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
Q2 		$566K Buy
1,383
+1
+0.1% +$396 0.16% 72
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

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 22.9% 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

Sentry LLC's IWB Position: Q2 2026 in Review

Sentry LLC increased its iShares Russell 1000 ETF (IWB) stake by 0.07% in Q2 2026, buying an estimated $396 and bringing the position to 1,383 shares worth $566K. The position accounts for 0.16% of the portfolio, ranked #72.

Sentry LLC first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Sentry LLC held 1,383 shares of iShares Russell 1000 ETF worth $566K as of Q2 2026.
  • Sentry LLC bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.16% of Sentry LLC's portfolio in Q2 2026, its #72 holding.
  • Sentry LLC first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sentry LLC's 13F filing for Q2 2026, filed 14 Aug 2026.