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.
| 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 |
| 2024 Q4 | REDUCED | 49,531 | -4,464 | -8.3% | 3.56% | $29.2M | $579.67 |
| 2024 Q3 | REDUCED | 53,995 | -223 | -0.4% | 3.81% | $31.1M | $566.00 |
| 2024 Q2 | ADDED | 54,218 | +1,280 | +2.4% | 3.55% | $29.7M | $534.89 |
| 2024 Q1 | REDUCED | 52,938 | -1,729 | -3.2% | 3.12% | $27.8M | $512.33 |
| 2023 Q4 | REDUCED | 54,667 | -168 | -0.3% | 3.71% | $26.1M | $463.98 |
| 2023 Q3 | REDUCED | 54,835 | -567 | -1.0% | 3.59% | $23.5M | $415.48 |
As of 2025 Q4 — sorted by position size