IVV — I Shr S&P 500 Common

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  73 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in I Shr S&P 500 Common (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.27% (2025 Q3)
Avg. % of fund
1.96%
First filed
2001 Q3
Last filed
2025 Q4
Quarters held
73
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,901 -508 -0.9% 4.20% $38.3M $683.12
2025 Q3 REDUCED 56,409 -1,348 -2.3% 4.27% $37.8M $665.17
2025 Q2 ADDED 57,757 +309 +0.5% 4.20% $35.9M $615.21
2025 Q1 ADDED 57,448 +7,917 +16.0% 4.01% $32.3M $555.02
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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