Robinson Smith Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Robinson Smith Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Sell
2025 Q1	$304K	Buy
2024 Q4	$257K	Buy
2024 Q3	–	Sell
2024 Q2	$515K	Buy
2024 Q1	$232K	Sell
2023 Q4	$450K	Buy