Sentinel Wealth Management »

iShares Russell 2000 Value Index shares owned by Sentinel Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sentinel Wealth Management from 13F filings

Historical chart of Sentinel Wealth Management investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Sentinel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Sentinel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 26k 176.81
2025-06-30 $4.7M 30k 157.76

More positions owned by Sentinel Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
American Centy Etf Tr Real Estate Etf (AVRE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Sentinel Wealth Management

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index