SSIM
Sheets Smith Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $332K | Sell |
1,044
-15,825
| -94% | -$5.03M | 0.33% | 38 |
|
|
2024
Q4 | $5.64M | Buy |
+16,869
| New | +$5.64M | 4.78% | 5 |
|
|
2022
Q4 | $4.45M | Buy |
+18,869
| New | +$4.45M | 4.88% | 2 |
|
|
2022
Q2 | $5.46M | Buy |
22,333
+786
| +4% | +$192K | 6.35% | 2 |
|
|
2022
Q1 | $5.65M | Buy |
21,547
+374
| +2% | +$98.1K | 6.95% | 4 |
|
|
2021
Q4 | $5.88M | Buy |
+21,173
| New | +$5.88M | 4.17% | 6 |
|
|
2020
Q4 | $4.11M | Buy |
+18,379
| New | +$4.11M | 3.71% | 6 |
|