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SHEETS SMITH WEALTH MANAGEMENT: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on IVV, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 56,870 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,870 shares
    Change vs previous 13F +219 shares

    4.26% of the 13F portfolio, value $42,589,699.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,651 shares
    Change vs previous 13F +750 shares

    4.17% of the 13F portfolio, value $37,005,301.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,901 shares
    Change vs previous 13F -508 shares

    4.2% of the 13F portfolio, value $38,288,873.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,409 shares
    Change vs previous 13F -1,348 shares

    4.27% of the 13F portfolio, value $37,754,457.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,757 shares
    Change vs previous 13F +309 shares

    4.2% of the 13F portfolio, value $35,861,571.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,448 shares
    Change vs previous 13F +7,917 shares

    4.01% of the 13F portfolio, value $32,279,901.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,531 shares
    Change vs previous 13F -4,464 shares

    3.56% of the 13F portfolio, value $29,158,093.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,995 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $31,145,610.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).