ROBINSON SMITH WEALTH ADVISORS LLC IUSV Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 101,190.00 shares of ISHARES TRUST(IUSV), totaling $9.34 Mil. This investment constitutes 7.82% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.05% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 3 purchases of IUSV, at an average price of $78.64, for a total of 106,032.00 shares. In addition, there have been 2 sales at an average price of $90.57 for 4,842.00 shares. Based on historical transaction data and IUSV's current price of $97.07, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his IUSV holdings is $1.92 Mil, reflecting a 23.06% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC IUSV ($97.07) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC IUSV ($97.07) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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