Sheets Smith Wealth Management’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Sheets Smith Wealth Management’s Portfolio BALI Stock Details BALI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Sell
2025 Q2	$1.31M	Sell
2025 Q1	$1.27M	Buy
2024 Q4	$549K	Buy
2024 Q3	$433K	Buy