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iShares Russell Midcap Index Fund shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Russell Midcap Index Fund by Obsidian Personal Planning Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$289k	3.0k	95.76
2025-06-30	$277k	3.0k	91.97
2024-12-31	$514k	5.6k	92.07

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 Russell Midcap Index Fund

Jones Financial Companies, L.L

Wells Fargo & Company

Us Bancorp

Pnc Financial Services

Bank of New York Mellon

Envestnet Asset Management

Branch Banking & Trust Company

FMR

Amg National Trust Bank

LPL Financial

View all funds holding iShares Russell Midcap Index Fund

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