Sheridan Capital Management »

iShares Morningstar Large Value shares owned by Sheridan Capital Management

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Sheridan Capital Management from 13F filings

Historical chart of Sheridan Capital Management investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Sheridan Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Sheridan Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.4M 58k 76.14
2024-03-31 $4.6M 59k 76.86
2023-12-31 $4.2M 60k 70.62

More positions owned by Sheridan Capital Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Cap Val Etf (MGV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Mega Grwth Ind (MGK)
Ishares Msci World Etf (URTH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sheridan Capital Management

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
UBS Group
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value