iShares S&P 500 Index shares owned by Obsidian Personal Planning Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Obsidian Personal Planning Solutions
from 13F filings
Historical chart of Obsidian Personal Planning Solutions investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Obsidian Personal Planning Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Obsidian Personal Planning Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 758 | 685.23 |
| 2025-06-30 | $471k | 758 | 620.90 |
| 2025-03-31 | $423k | 758 | 557.96 |
| 2024-12-31 | $484k | 801 | 604.66 |
| 2024-09-30 | $371k | 649 | 571.24 |
| 2024-06-30 | $355k | 649 | 547.23 |
| 2024-03-31 | $322k | 638 | 504.44 |
| 2023-12-31 | $316k | 662 | 477.63 |
| 2023-09-30 | $284k | 662 | 429.43 |
| 2023-06-30 | $306k | 687 | 445.71 |
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