Sentinel Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Sentinel Wealth Management, Inc.

$118 Million
Q4 2025

A detailed history of Sentinel Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 19,572 shares of IJR stock, worth $2.29 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

19,572

Previous 18,052 8.42%

Holding current value

$2.29 Million

Previous $2.15 Million 6.57%

% of portfolio

1.94%

Previous 1.86%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$114.27 - $121.15 $173,690 - $184,148	1,520 Added 8.42%	19,572 $2.29 Million
Q3 2025 Nov 10, 2025	BUY	$108.46 - $120.63 $1,409 - $1,568	13 Added 0.07%	18,052 $2.15 Million
Q2 2025 Jan 08, 2026	SELL	$90.56 - $109.49 $138,828 - $167,848	-1,533 Reduced 7.83%	18,039 $1.97 Billion
Q2 2025 Aug 14, 2025	BUY	$90.56 - $109.49 $1.63 Million - $1.98 Million	18,039 New	18,039 $1.97 Million

Others Institutions Holding IJR

# of Institutions

2,909

Shares Held

538M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sentinel Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sentinel Wealth Management, Inc. with notifications on news.

Account

Sentinel Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History