Robinson Smith Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Robinson Smith Wealth Advisors's IVV Position: Q1 2026 in Review
Robinson Smith Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 396 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #75.
Robinson Smith Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $515K in Q2 2024. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Robinson Smith Wealth Advisors held 396 shares of iShares Core S&P 500 ETF worth $258K as of Q1 2026.
- Robinson Smith Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.17% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #75 holding.
- Robinson Smith Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
- Robinson Smith Wealth Advisors's iShares Core S&P 500 ETF position peaked at $515K in Q2 2024.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.