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Ishares Tr fund shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Robinson Smith Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 33k 46.89
2023-12-31 $1.5M 32k 47.23

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Johnson & Johnson (JNJ)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Robinson Smith Wealth Advisors

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Francis Financial
Mercer Global Advisors
Royal Bank of Canada
Bank of America Corporation
Stewardship Advisors
UBS Group
Hsbc Holdings
Bank of New York Mellon
Creative Planning
Bank Julius Baer & Co. Ltd, Zurich
Laurel Wealth Planning
Jane Street
Assetmark

View all funds holding Ishares Tr fund