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
2026 Q2	$296K	Hold	396	–	–	0.18%	77
2026 Q1	$258K	Hold	396	–	–	0.17%	75
2025 Q4	$271K	Sell	396 -11	-3%	-$7.47K	0.19%	72
2025 Q3	$272K	Sell	407 -41	-9%	-$26.4K	0.2%	71
2025 Q2	$278K	Sell	448 -93	-17%	-$53.4K	0.22%	65
2025 Q1	$304K	Buy	541 +104	+24%	+$61.4K	0.25%	65
2024 Q4	$257K	Buy	+437	New	+$259K	0.22%	66
2024 Q3	–	Sell	-941	Closed	-$515K	–	88
2024 Q2	$515K	Buy	941 +499	+113%	+$262K	0.45%	47
2024 Q1	$232K	Sell	442 -501	-53%	-$251K	0.22%	71
2023 Q4	$450K	Buy	+943	New	+$422K	0.44%	48

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Robinson Smith Wealth Advisors's IVV Position: Q2 2026 in Review

Robinson Smith Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 396 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #77.

Robinson Smith Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $515K in Q2 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Robinson Smith Wealth Advisors held 396 shares of iShares Core S&P 500 ETF worth $296K as of Q2 2026.
Robinson Smith Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.18% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Robinson Smith Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's iShares Core S&P 500 ETF position peaked at $515K in Q2 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.