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iShares Russell 3000 Value Index shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 97k 95.49
2024-06-30 $8.9M 101k 88.13
2024-03-31 $9.0M 100k 90.44
2023-12-31 $8.5M 101k 84.33

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)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index