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Sheets Smith Wealth Management’s Intercorp Financial Services IFS Stock Holding History

Sheets Smith Wealth Management’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Hold
10,744
– – 0.06% 275
2026
Q1 		$539K Sell
10,744
-35
-0.3% -$1.66K 0.06% 273
2025
Q4 		$457K Hold
10,779
– – 0.05% 286
2025
Q3 		$435K Hold
10,779
– – 0.05% 297
2025
Q2 		$411K Buy
+10,779
New +$370K 0.05% 304

Other funds holding IFS

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sheets Smith Wealth Management's IFS Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Intercorp Financial Services (IFS) position steady in Q2 2026 at 10,744 shares worth $612K. The position accounts for 0.06% of the portfolio, ranked #275.

Sheets Smith Wealth Management first reported a position in IFS in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Sheets Smith Wealth Management held 10,744 shares of Intercorp Financial Services worth $612K as of Q2 2026.
  • Sheets Smith Wealth Management left its Intercorp Financial Services share count unchanged in Q2 2026.
  • Intercorp Financial Services made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Sheets Smith Wealth Management first reported a position in Intercorp Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.