Sheets Smith Investment Management Ishares Russell 3000 ETF Transaction History

Sheets Smith Investment Management

$96.7 Million
Q1 2025

A detailed history of Sheets Smith Investment Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sheets Smith Investment Management holds 1,044 shares of IWV stock, worth $349,614. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,044

Previous 16,869 93.81%

Holding current value

$349,614

Previous $5.64 Million 94.13%

% of portfolio

0.34%

Previous 5.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 12, 2025	SELL	$313.1 - $349.83 $4.95 Million - $5.54 Million	-15,825 Reduced 93.81%	1,044 $331,000
Q4 2024 Feb 11, 2025	SELL	$323.08 - $349.08 $646,160 - $698,160	-2,000 Reduced 10.6%	16,869 $5.64 Million
Q4 2022 Feb 10, 2023	SELL	$206.89 - $235.47 $716,666 - $815,668	-3,464 Reduced 15.51%	18,869 $4.16 Million
Q2 2022 Aug 22, 2022	BUY	$210.65 - $265.31 $165,570 - $208,533	786 Added 3.65%	22,333 $5.46 Million
Q1 2022 Apr 29, 2022	BUY	$242.02 - $279.09 $90,515 - $104,379	374 Added 1.77%	21,547 $5.65 Million
Q4 2021 Mar 24, 2022	BUY	$254.66 - $279.11 $711,520 - $779,833	2,794 Added 15.2%	21,173 $5.88 Million
Q4 2020 Feb 24, 2021	BUY	$191.94 - $223.55 $3.53 Million - $4.11 Million	18,379 New	18,379 $4.11 Million

Others Institutions Holding IWV

# of Institutions

902

Shares Held

26.5M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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Sheets Smith Investment Management Ishares Russell 3000 ETF Transaction History