Sheets Smith Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$332K	Sell
2024 Q4	$5.64M	Buy
2022 Q4	$4.45M	Buy
2022 Q2	$5.46M	Buy
2022 Q1	$5.65M	Buy
2021 Q4	$5.88M	Buy
2020 Q4	$4.11M	Buy