Sheridan Capital Management, LLC IWV Holdings History
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 $360.68, Sheridan Capital Management, LLC's estimated gain on his IWV holdings is $2.09 Mil, reflecting a 39.24% gain to date.
Sheridan Capital Management, LLC IWV ($360.68) Holding Chart
Sheridan Capital Management, LLC IWV ($360.68) 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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