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 Q2	$36.3M	Buy	292,185 +7,117	+2%	+$858K	17.46%	1
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sheridan Capital Management's IWF Position: Q2 2026 in Review

Sheridan Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q2 2026, buying an estimated $858K and bringing the position to 292,185 shares worth $36.3M. The position accounts for 17.46% of the portfolio, ranked #1.

Sheridan Capital Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $43M in Q2 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sheridan Capital Management held 292,185 shares of iShares Russell 1000 Growth ETF worth $36.3M as of Q2 2026.
Sheridan Capital Management bought 7,117 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $858K.
iShares Russell 1000 Growth ETF made up 17.46% of Sheridan Capital Management's portfolio in Q2 2026, its #1 holding.
Sheridan Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sheridan Capital Management's iShares Russell 1000 Growth ETF position peaked at $43M in Q2 2025.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.