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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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. 118 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.
  • 118 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.