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Interactive Brokers shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers 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 Interactive Brokers by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 5.0k 68.81
2025-06-30 $284k 5.1k 55.41

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 Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers