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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

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Quarterly reported holdings in iShares S&P 500 Index by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $316k 662 477.63
2023-09-30 $284k 662 429.43
2023-06-30 $306k 687 445.71

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 500 Index

Creative Planning
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index