SHEETS SMITH WEALTH MANAGEMENT: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on IWF, newest first. How the timeline and the estimate are built.
SHEETS SMITH WEALTH MANAGEMENT held 15,357 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 15,357 sharesChange vs previous 13F +11,524 shares
0.19% of the 13F portfolio, value $1,906,879.
13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,833 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $1,634,391.
13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,833 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $1,814,159.
13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,833 sharesChange vs previous 13F -10 shares
0.2% of the 13F portfolio, value $1,795,416.
13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,843 sharesChange vs previous 13F +40 shares
0.19% of the 13F portfolio, value $1,631,661.
13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,803 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $1,373,225.
13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,803 sharesChange vs previous 13F -164 shares
0.19% of the 13F portfolio, value $1,527,209.
13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,967 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,489,132.
13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).