SHEETS SMITH WEALTH MANAGEMENT OEF Holdings History
SHEETS SMITH WEALTH MANAGEMENT's iShares S&P 100 ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 8,290.00 shares of iShares S&P 100 ETF(OEF), totaling $2.52 Mil. This investment constitutes 0.3% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2014Q2. And since then SHEETS SMITH WEALTH MANAGEMENT has made 17 purchases of OEF, at an average price of $200.34, for a total of 11,850.00 shares. In addition, there have been 10 sales at an average price of $163.85 for 3,560.00 shares. Based on historical transaction data and OEF's current price of $309.56, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his OEF holdings is $775,512.39, reflecting a 32.67% gain to date.
SHEETS SMITH WEALTH MANAGEMENT OEF ($309.56) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT OEF ($309.56) 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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