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ROBINSON SMITH WEALTH ADVISORS LLC → ISMCF

ROBINSON SMITH WEALTH ADVISORS LLC ISMCF Position History

ISMCF

Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.6M
Q1 2026$1.5M
Q2 2026$2.2M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M11.8K——
Q2 2026$2.2M11.8K——
Q1 2026$1.5M9.5K——
Q4 2025$1.6M9.5K——
Q3 2025$1.6M9.5K——

Other funds holding ISMCF

Other ROBINSON SMITH WEALTH ADVISORS LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$31.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$28.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.2M
PPT

PUTNAM ETF TRUST

$10.9M
ETHA

ISHARES TR

$10.3M
PPT

PUTNAM ETF TRUST

$10.1M