Number of Shares
19,789.00
Current Holdings Value*
$6.29 Mil
% of Portfolio
4.58%
Total Estimate Gain
$2.08 Mil
% of Total Estimate Gain
39.09%

Sheridan Capital Management, LLC's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, Sheridan Capital Management, LLC held 19,789.00 shares of iShares Russell 3000 ETF(IWV), totaling $6.29 Mil. This investment constitutes 4.58% of their stock portfolio, and Sheridan Capital Management, LLC now holds 0.04% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2023Q4. And since then Sheridan Capital Management, LLC has made 2 purchases of IWV, at an average price of $257.64, for a total of 20,680.00 shares. In addition, there have been 3 sales at an average price of $315.58 for 891.00 shares. Based on historical transaction data and IWV's current price of $360.28, Sheridan Capital Management, LLC's estimated gain on his IWV holdings is $2.08 Mil, reflecting a 39.09% gain to date.

Sheridan Capital Management, LLC IWV ($360.28) Holding Chart

Sheridan Capital Management, LLC IWV ($360.28) 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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