SHEETS SMITH WEALTH MANAGEMENT IVV Holdings History
SHEETS SMITH WEALTH MANAGEMENT's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 57,757.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.86 Mil. This investment constitutes 4.2% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 29 purchases of IVV, at an average price of $331.05, for a total of 137,236.00 shares. In addition, there have been 19 sales at an average price of $398.43 for 79,479.00 shares. Based on historical transaction data and IVV's current price of $627.25, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his IVV holdings is $22.46 Mil, reflecting a 49.44% gain to date.
SHEETS SMITH WEALTH MANAGEMENT IVV ($627.25) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT IVV ($627.25) 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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