Sheridan Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Sell |
19,293
-496
| -3% | -$174K | 4.67% | 6 |
|
|
2025
Q1 | $6.29M | Sell |
19,789
-160
| -0.8% | -$50.8K | 4.58% | 6 |
|
|
2024
Q4 | $6.67M | Buy |
19,949
+63
| +0.3% | +$21.1K | 4.68% | 6 |
|
|
2024
Q3 | $6.5M | Sell |
19,886
-575
| -3% | -$188K | 4.59% | 6 |
|
|
2024
Q2 | $6.33M | Sell |
20,461
-156
| -0.8% | -$48.2K | 4.7% | 6 |
|
|
2024
Q1 | $6.19M | Buy |
20,617
+1,653
| +9% | +$496K | 4.66% | 6 |
|
|
2023
Q4 | $5.19M | Buy |
+18,964
| New | +$5.19M | 4.19% | 6 |
|