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iShares S&P 500 Value Index shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 500 Value Index by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 1.2k 196.17
2024-09-30 $226k 1.2k 194.64
2024-06-30 $211k 1.2k 182.01
2024-03-31 $208k 1.2k 178.79
2022-09-30 $223k 1.7k 128.53
2022-06-30 $383k 2.8k 137.57

More positions owned by Obsidian Personal Planning Solutions

Ishares Tr Ibonds 27 Trm Ts (IBTH)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Aerospace Def (XAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Obsidian Personal Planning Solutions

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Wells Fargo & Company
UBS Group
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BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index