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

Sheridan Capital Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.73M Buy
20,850
+61
+0.3% +$23.6K 4.07% 7
2025
Q4 		$8.04M Buy
20,789
+631
+3% +$242K 4.08% 6
2025
Q3 		$7.64M Buy
20,158
+865
+4% +$315K 4.03% 7
2025
Q2 		$6.77M Sell
19,293
-496
-3% -$161K 4.67% 6
2025
Q1 		$6.29M Sell
19,789
-160
-0.8% -$53.6K 4.58% 6
2024
Q4 		$6.67M Buy
19,949
+63
+0.3% +$21.2K 4.68% 6
2024
Q3 		$6.5M Sell
19,886
-575
-3% -$181K 4.59% 6
2024
Q2 		$6.33M Sell
20,461
-156
-0.8% -$46.6K 4.7% 6
2024
Q1 		$6.19M Buy
20,617
+1,653
+9% +$472K 4.66% 6
2023
Q4 		$5.19M Buy
+18,964
New +$4.84M 4.19% 6

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Morgan Stanley
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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return