Obsidian Personal Planning Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.8M	Buy	142,417 +2,722	+2%	+$313K	5.83%	3
2025 Q2	$15.3M	Buy	139,695 +4,080	+3%	+$422K	6.18%	2
2025 Q1	$13.6M	Buy	135,615 +4,337	+3%	+$489K	6.06%	2
2024 Q4	$15.5M	Buy	131,278 +10,338	+9%	+$1.24M	7.5%	3
2024 Q3	$13.8M	Buy	120,940 +11,382	+10%	+$1.29M	7.2%	3
2024 Q2	$11.7M	Buy	109,558 +8,695	+9%	+$930K	7.13%	2
2024 Q1	$10.5M	Buy	100,863 +18,836	+23%	+$2M	6.91%	2
2023 Q4	$8.88M	Buy	82,027 +2,549	+3%	+$246K	6.76%	3
2023 Q3	$7.5M	Buy	79,478 +10,165	+15%	+$1.02M	6.4%	4
2023 Q2	$6.91M	Buy	69,313 +4,210	+6%	+$401K	8.5%	2
2023 Q1	$6.3M	Buy	65,103 +297	+0.5%	+$29.7K	9.18%	2
2022 Q4	$6.13M	Buy	64,806 +24	+0%	+$2.3K	9.84%	2
2022 Q3	$5.65M	Buy	64,782 +2,712	+4%	+$263K	10.33%	2
2022 Q2	$5.74M	Buy	+62,070	New	+$6.17M	9.78%	3

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obsidian Personal Planning Solutions's IJR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.9% in Q3 2025, buying an estimated $313K and bringing the position to 142,417 shares worth $16.8M. The position accounts for 5.83% of the portfolio, ranked #3.

Obsidian Personal Planning Solutions first reported a position in IJR in Q2 2022 and has held it in 14 quarters since. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Obsidian Personal Planning Solutions held 142,417 shares of iShares Core S&P Small-Cap ETF worth $16.8M as of Q3 2025.
Obsidian Personal Planning Solutions bought 2,722 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $313K.
iShares Core S&P Small-Cap ETF made up 5.83% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #3 holding.
Obsidian Personal Planning Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q2 2022 and has held it in 14 quarters since.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.