Sheets Smith Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sheets Smith Investment Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.06M	Buy	+1,587	New	+$1.02M	0.69%	56

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sheets Smith Investment Management's IVV Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 1,587 shares worth $1.06M. The stake represents 0.69% of the portfolio and ranks #56 among its holdings.

3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Sheets Smith Investment Management held 1,587 shares of iShares Core S&P 500 ETF worth $1.06M as of Q3 2025.
iShares Core S&P 500 ETF was a new Sheets Smith Investment Management position in Q3 2025.
iShares Core S&P 500 ETF made up 0.69% of Sheets Smith Investment Management's portfolio in Q3 2025, its #56 holding.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.