iShares S&P 500 Index shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 56k | 669.30 |
| 2025-06-30 | $36M | 58k | 620.90 |
| 2025-03-31 | $32M | 57k | 561.90 |
| 2024-12-31 | $29M | 50k | 588.68 |
| 2024-09-30 | $31M | 54k | 576.82 |
| 2024-06-30 | $30M | 54k | 547.23 |
| 2024-03-31 | $28M | 53k | 525.73 |
| 2023-12-31 | $26M | 55k | 477.63 |
| 2023-09-30 | $24M | 55k | 429.43 |
| 2023-06-30 | $25M | 55k | 445.71 |
| 2023-03-31 | $23M | 411 | 55409.69 |
| 2022-12-31 | $23M | 59k | 384.21 |
| 2022-09-30 | $21M | 58k | 358.64 |
| 2022-06-30 | $22M | 57k | 379.16 |
| 2022-03-31 | $25M | 55k | 453.69 |
| 2021-12-31 | $25M | 53k | 476.99 |
| 2021-09-30 | $24M | 55k | 430.82 |
| 2021-06-30 | $24M | 56k | 429.93 |
| 2021-03-31 | $23M | 58k | 397.82 |
| 2020-12-31 | $21M | 56k | 375.40 |
| 2020-09-30 | $19M | 55k | 336.06 |
| 2020-06-30 | $17M | 55k | 309.69 |
| 2020-03-31 | $13M | 51k | 258.41 |
| 2019-12-31 | $15M | 47k | 323.24 |
| 2019-09-30 | $13M | 45k | 298.52 |
| 2019-06-30 | $13M | 45k | 294.75 |
| 2019-03-31 | $13M | 45k | 284.57 |
| 2018-12-31 | $11M | 44k | 251.61 |
| 2018-09-30 | $12M | 41k | 292.73 |
| 2018-06-30 | $12M | 43k | 273.04 |
| 2018-03-31 | $11M | 40k | 265.36 |
| 2017-12-31 | $9.6M | 36k | 268.84 |
| 2017-09-30 | $8.7M | 35k | 252.94 |
| 2017-06-30 | $8.5M | 35k | 243.42 |
| 2017-03-31 | $8.2M | 35k | 237.27 |
| 2016-12-31 | $8.0M | 36k | 224.99 |
| 2016-09-30 | $7.8M | 36k | 217.56 |
| 2016-06-30 | $7.4M | 35k | 210.51 |
| 2016-03-31 | $6.9M | 34k | 206.65 |
| 2015-12-31 | $6.9M | 34k | 204.86 |
| 2015-09-30 | $5.8M | 30k | 192.72 |
| 2015-06-30 | $6.0M | 29k | 207.22 |
| 2015-03-31 | $6.1M | 29k | 207.85 |
| 2014-12-31 | $4.8M | 23k | 206.89 |
| 2014-09-30 | $4.1M | 21k | 198.24 |
| 2014-06-30 | $4.7M | 24k | 196.98 |
| 2014-03-31 | $4.6M | 25k | 188.14 |
| 2013-12-31 | $2.6M | 14k | 185.63 |
| 2013-09-30 | $2.0M | 12k | 168.92 |
| 2013-06-30 | $2.0M | 12k | 160.87 |
| 2013-03-31 | $1.7M | 11k | 157.34 |
| 2012-12-31 | $1.5M | 11k | 143.11 |
| 2012-09-30 | $1.3M | 9.3k | 144.38 |
| 2012-06-30 | $1.2M | 8.7k | 136.81 |
| 2012-03-31 | $1.2M | 8.6k | 141.17 |
| 2011-12-31 | $803k | 6.4k | 126.02 |
| 2011-09-30 | $1.1M | 10k | 113.67 |
| 2011-06-30 | $1.1M | 8.4k | 132.38 |
| 2011-03-31 | $340k | 2.6k | 133.12 |
More positions owned by Sheets Smith Wealth Management
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