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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
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 Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
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

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index