Sheridan Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sheridan Capital Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.4M	Buy	285,068 +6,992	+3%	+$794K	16.02%	2
2025 Q4	$32.9M	Buy	278,076 +7,760	+3%	+$919K	16.68%	1
2025 Q3	$31.7M	Sell	270,316 -135,148	-33%	-$15M	16.72%	1
2025 Q2	$43M	Buy	405,464 +576	+0.1%	+$55.1K	29.68%	1
2025 Q1	$36.6M	Sell	404,888 -2,508	-0.6%	-$247K	26.63%	1
2024 Q4	$40.9M	Buy	407,396 +1,220	+0.3%	+$120K	28.72%	1
2024 Q3	$38.1M	Sell	406,176 -36	-0%	-$3.26K	26.93%	1
2024 Q2	$37.4M	Sell	406,212 -5,380	-1%	-$459K	27.77%	1
2024 Q1	$34.7M	Buy	411,592 +19,748	+5%	+$1.59M	26.14%	1
2023 Q4	$29.7M	Buy	+391,844	New	+$27.7M	23.96%	1

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheridan Capital Management's IWF Position: Q1 2026 in Review

Sheridan Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q1 2026, buying an estimated $794K and bringing the position to 285,068 shares worth $30.4M. The position accounts for 16.02% of the portfolio, ranked #2.

Sheridan Capital Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $43M in Q2 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sheridan Capital Management held 285,068 shares of iShares Russell 1000 Growth ETF worth $30.4M as of Q1 2026.
Sheridan Capital Management bought 6,992 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $794K.
iShares Russell 1000 Growth ETF made up 16.02% of Sheridan Capital Management's portfolio in Q1 2026, its #2 holding.
Sheridan Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sheridan Capital Management's iShares Russell 1000 Growth ETF position peaked at $43M in Q2 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.