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Ishares Tr shares owned by Robinson Smith Wealth Advisors

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

Historical chart of Robinson Smith Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 13k 22.15
2025-06-30 $259k 12k 21.98
2025-03-31 $255k 12k 21.72

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Johnson & Johnson (JNJ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr