Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 16 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in VIRTUS ETF TR II (SEIX). 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 | ADDED | 59,092 | +674 | +1.2% | 0.15% | $1.4M | $23.01 |
| 2025 Q3 | ADDED | 58,418 | +808 | +1.4% | 0.16% | $1.4M | $22.76 |
| 2025 Q2 | REDUCED | 57,610 | -2,418 | -4.0% | 0.16% | $1.4M | $22.31 |
| 2025 Q1 | ADDED | 60,028 | +1,613 | +2.8% | 0.18% | $1.4M | $21.93 |
| 2024 Q4 | REDUCED | 58,415 | -104 | -0.2% | 0.17% | $1.4M | $21.90 |
| 2024 Q3 | REDUCED | 58,519 | -1,564 | -2.6% | 0.17% | $1.4M | $21.34 |
| 2024 Q2 | ADDED | 60,083 | +2,416 | +4.2% | 0.17% | $1.4M | $20.94 |
| 2024 Q1 | ADDED | 57,667 | +2,080 | +3.7% | 0.15% | $1.4M | $20.60 |
| 2023 Q4 | REDUCED | 55,587 | -452 | -0.8% | 0.19% | $1.3M | $20.20 |
| 2023 Q3 | ADDED | 56,039 | +3,205 | +6.1% | 0.20% | $1.3M | $19.62 |
As of 2025 Q4 — sorted by position size