SENTINEL TRUST CO LBA IWV Holdings History

Number of Shares
252,872.00
Current Holdings Value*
$80.32 Mil
% of Portfolio
9.47%
Total Estimate Gain
$61.70 Mil
% of Total Estimate Gain
29.02%

SENTINEL TRUST CO LBA's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, SENTINEL TRUST CO LBA held 252,872.00 shares of iShares Russell 3000 ETF(IWV), totaling $80.32 Mil. This investment constitutes 9.47% of their stock portfolio, and SENTINEL TRUST CO LBA now holds 0.55% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2014Q3. And since then SENTINEL TRUST CO LBA has made 23 purchases of IWV, at an average price of $174.21, for a total of 1.22 Mil shares. In addition, there have been 12 sales at an average price of $190.75 for 967,675.00 shares. Based on historical transaction data and IWV's current price of $354.93, SENTINEL TRUST CO LBA's estimated gain on his IWV holdings is $61.70 Mil, reflecting a 29.02% gain to date.

SENTINEL TRUST CO LBA IWV ($354.93) Holding Chart

SENTINEL TRUST CO LBA IWV ($354.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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