Sheets Smith Wealth Management
- SEC CIK
- 0001157436
- Latest filing
- Jul 13, 2026
IFS holding history
Intercorp Financial Services Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IFS overviewAll 13F holders of IFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,744
- Value
- $612.0K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,744 | $612.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 10,744 | $539.3K | 0.1% | −35−0.3% | Reduced | Holders |
| Q4 2025 | 10,779 | $456.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 10,779 | $434.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 10,779 | $411.0K | <0.1% | +10,779 | New | Holders |