Sentinel Wealth Management, Inc. Ishares Russell2000 Val ETF Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 26,352 shares of IWN stock, worth $4.6 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
26,352
Previous 29,888
11.83%
Holding current value
$4.6 Million
Previous $4.72 Million
1.19%
% of portfolio
4.05%
Previous 4.43%
Shares
2 transactions
Others Institutions Holding IWN
# of Institutions
1,124Shares Held
54.6MCall Options Held
152KPut Options Held
25.3K-
Bank Of America Corp Charlotte, NC6.71MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.68MShares$818 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.34MShares$759 Million1.89% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
-
Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio