Sheets Smith Investment Management IWV Holdings History
Sheets Smith Investment Management's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Sheets Smith Investment Management held 1,044.00 shares of iShares Russell 3000 ETF(IWV), totaling $331,620.00. This investment constitutes 0.33% of their stock portfolio, and Sheets Smith Investment Management now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2021Q4. And since then Sheets Smith Investment Management has made 3 purchases of IWV, at an average price of $269.08, for a total of 22,333.00 shares. In addition, there have been 3 sales at an average price of $316.90 for 21,289.00 shares. Based on historical transaction data and IWV's current price of $360.68, Sheets Smith Investment Management's estimated gain on his IWV holdings is $1.11 Mil, reflecting a 18.53% gain to date.
Sheets Smith Investment Management IWV ($360.68) Holding Chart
Sheets Smith Investment Management IWV ($360.68) 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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