iShares S&P 500 Value Index shares owned by Robinson Smith Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Robinson Smith Wealth Advisors
from 13F filings
Historical chart of Robinson Smith Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Robinson Smith Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 2.7k | 206.51 |
| 2025-06-30 | $526k | 2.7k | 195.42 |
| 2025-03-31 | $513k | 2.7k | 190.58 |
| 2024-12-31 | $513k | 2.7k | 190.88 |
| 2024-09-30 | $530k | 2.7k | 197.17 |
| 2024-06-30 | $489k | 2.7k | 182.01 |
| 2024-03-31 | $502k | 2.7k | 186.81 |
| 2023-12-31 | $468k | 2.7k | 173.89 |
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