iShares S&P 500 Index shares owned by Robinson Smith Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Robinson Smith Wealth Advisors
from 13F filings
Historical chart of Robinson Smith Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Robinson Smith Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 407 | 668.50 |
| 2025-06-30 | $278k | 448 | 620.22 |
| 2025-03-31 | $304k | 541 | 561.91 |
| 2024-12-31 | $257k | 437 | 588.02 |
| 2024-06-30 | $515k | 941 | 547.37 |
| 2024-03-31 | $232k | 442 | 525.20 |
| 2023-12-31 | $450k | 943 | 477.42 |
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