Sheridan Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.64M Buy
2025
Q2
$6.77M Sell
2025
Q1
$6.29M Sell
2024
Q4
$6.67M Buy
2024
Q3
$6.5M Sell
2024
Q2
$6.33M Sell
2024
Q1
$6.19M Buy
2023
Q4
$5.19M Buy