Number of Shares
1,044.00
Current Holdings Value*
$331,620.00
% of Portfolio
0.33%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
18.53%

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 $360.54, 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 ($360.54) Holding Chart

Sheets Smith Investment Management IWV ($360.54) 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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