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iShares S&P SmallCap 600 Index shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Obsidian Personal Planning Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 121k 113.92
2024-06-30 $12M 110k 106.66
2024-03-31 $11M 101k 104.39
2023-12-31 $8.9M 82k 108.25
2023-09-30 $7.5M 80k 94.33
2023-06-30 $6.9M 69k 99.65
2023-03-31 $6.3M 65k 96.70
2022-12-31 $6.1M 65k 94.64
2022-09-30 $5.6M 65k 87.18
2022-06-30 $5.7M 62k 92.41

More positions owned by Obsidian Personal Planning Solutions

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Obsidian Personal Planning Solutions

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index