Number of Shares
101,222.00
Current Holdings Value*
$36.55 Mil
% of Portfolio
26.63%
Total Estimate Gain
$15.42 Mil
% of Total Estimate Gain
52.41%

Sheridan Capital Management, LLC's iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Sheridan Capital Management, LLC held 101,222.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $36.55 Mil. This investment constitutes 26.63% of their stock portfolio, and Sheridan Capital Management, LLC now holds 0.04% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2023Q4. And since then Sheridan Capital Management, LLC has made 2 purchases of IWF, at an average price of $285.07, for a total of 103,203.00 shares. In addition, there have been 3 sales at an average price of $358.42 for 1,981.00 shares. Based on historical transaction data and IWF's current price of $435.96, Sheridan Capital Management, LLC's estimated gain on his IWF holdings is $15.42 Mil, reflecting a 52.41% gain to date.

Sheridan Capital Management, LLC IWF ($435.96) Holding Chart

Sheridan Capital Management, LLC IWF ($435.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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