Sentry LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Sentry LLC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$986K	Sell	3,283 -25	-0.8%	-$7.03K	0.28%	47
2026 Q1	$820K	Sell	3,308 -135	-4%	-$34.8K	0.26%	50
2025 Q4	$848K	Hold	3,443	–	–	0.23%	51
2025 Q3	$833K	Buy	3,443 +1	+0%	+$229	0.21%	49
2025 Q2	$743K	Buy	3,442 +1	+0%	+$201	0.15%	56
2025 Q1	$686K	Sell	3,441 -144	-4%	-$31.2K	0.13%	58
2024 Q4	$792K	Sell	3,585 -144	-4%	-$32.8K	0.15%	47
2024 Q3	$824K	Sell	3,729 -103	-3%	-$22K	0.16%	48
2024 Q2	$777K	Buy	3,832 +1	+0%	+$202	0.14%	48
2024 Q1	$806K	Buy	3,831 +1	+0%	+$199	0.15%	48
2023 Q4	$769K	Buy	3,830 +84	+2%	+$15K	0.16%	50
2023 Q3	$662K	Sell	3,746 -282	-7%	-$52.9K	0.14%	51
2023 Q2	$754K	Buy	4,028 +59	+1%	+$10.5K	0.16%	50
2023 Q1	$708K	Buy	+3,969	New	+$731K	0.17%	53

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sentry LLC's IWM Position: Q2 2026 in Review

Sentry LLC reduced its iShares Russell 2000 ETF (IWM) stake by 0.76% in Q2 2026, selling an estimated $7.03K and leaving 3,283 shares worth $986K. The position accounts for 0.28% of the portfolio, ranked #47.

Sentry LLC first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sentry LLC held 3,283 shares of iShares Russell 2000 ETF worth $986K as of Q2 2026.
Sentry LLC sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
iShares Russell 2000 ETF made up 0.28% of Sentry LLC's portfolio in Q2 2026, its #47 holding.
Sentry LLC first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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