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Sentry LLC’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
3,442
+1
| +0% | +$216 | 0.15% | 56 |
|
|
2025
Q1 | $686K | Sell |
3,441
-144
| -4% | -$28.7K | 0.13% | 58 |
|
|
2024
Q4 | $792K | Sell |
3,585
-144
| -4% | -$31.8K | 0.15% | 47 |
|
|
2024
Q3 | $824K | Sell |
3,729
-103
| -3% | -$22.7K | 0.16% | 48 |
|
|
2024
Q2 | $777K | Buy |
3,832
+1
| +0% | +$203 | 0.14% | 48 |
|
|
2024
Q1 | $806K | Buy |
3,831
+1
| +0% | +$210 | 0.15% | 48 |
|
|
2023
Q4 | $769K | Buy |
3,830
+84
| +2% | +$16.9K | 0.16% | 50 |
|
|
2023
Q3 | $662K | Sell |
3,746
-282
| -7% | -$49.8K | 0.14% | 51 |
|
|
2023
Q2 | $754K | Buy |
4,028
+59
| +1% | +$11K | 0.16% | 50 |
|
|
2023
Q1 | $708K | Buy |
+3,969
| New | +$708K | 0.17% | 53 |
|