Number of Shares
35,387.00
Current Holdings Value*
$6.13 Mil
% of Portfolio
6.11%
Total Estimate Gain
$118,029.50
% of Total Estimate Gain
1.84%

Sheets Smith Investment Management's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, Sheets Smith Investment Management held 35,387.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $6.13 Mil. This investment constitutes 6.11% of their stock portfolio, and Sheets Smith Investment Management now holds 0.01% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2024Q4. And since then Sheets Smith Investment Management has made 1 purchases of RSP, at an average price of $180.84, for a total of 35,441.00 shares. In addition, there have been 1 sales at an average price of $177.82 for 54.00 shares. Based on historical transaction data and RSP's current price of $184.18, Sheets Smith Investment Management's estimated gain on his RSP holdings is $118,029.50, reflecting a 1.84% gain to date.

Sheets Smith Investment Management RSP ($184.18) Holding Chart

Sheets Smith Investment Management RSP ($184.18) 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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