OPPS
Obsidian Personal Planning Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
139,695
+4,080
| +3% | +$446K | 6.18% | 2 |
|
|
2025
Q1 | $13.6M | Buy |
135,615
+4,337
| +3% | +$434K | 6.06% | 2 |
|
|
2024
Q4 | $15.5M | Buy |
131,278
+10,338
| +9% | +$1.22M | 7.5% | 3 |
|
|
2024
Q3 | $13.8M | Buy |
120,940
+11,382
| +10% | +$1.3M | 7.2% | 3 |
|
|
2024
Q2 | $11.7M | Buy |
109,558
+8,695
| +9% | +$927K | 7.13% | 2 |
|
|
2024
Q1 | $10.5M | Buy |
100,863
+18,836
| +23% | +$1.97M | 6.91% | 2 |
|
|
2023
Q4 | $8.88M | Buy |
82,027
+2,549
| +3% | +$276K | 6.76% | 3 |
|
|
2023
Q3 | $7.5M | Buy |
79,478
+10,165
| +15% | +$959K | 6.4% | 4 |
|
|
2023
Q2 | $6.91M | Buy |
69,313
+4,210
| +6% | +$420K | 8.5% | 2 |
|
|
2023
Q1 | $6.3M | Buy |
65,103
+297
| +0.5% | +$28.7K | 9.18% | 2 |
|
|
2022
Q4 | $6.13M | Buy |
64,806
+24
| +0% | +$2.27K | 9.84% | 2 |
|
|
2022
Q3 | $5.65M | Buy |
64,782
+2,712
| +4% | +$236K | 10.33% | 2 |
|
|
2022
Q2 | $5.74M | Buy |
+62,070
| New | +$5.74M | 9.78% | 3 |
|