SCM
IWV icon

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
Q2 		$8.72M Sell
20,455
-395
-2% -$163K 4.2% 6
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

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sheridan Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q2 2026, selling an estimated $163K and leaving 20,455 shares worth $8.72M. The position accounts for 4.2% of the portfolio, ranked #6.

Sheridan Capital Management first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sheridan Capital Management held 20,455 shares of iShares Russell 3000 ETF worth $8.72M as of Q2 2026.
  • Sheridan Capital Management sold 395 iShares Russell 3000 ETF shares in Q2 2026, an estimated $163K.
  • iShares Russell 3000 ETF made up 4.2% of Sheridan Capital Management's portfolio in Q2 2026, its #6 holding.
  • Sheridan Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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