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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.3M Buy
2025
Q1
$13.6M Buy
2024
Q4
$15.5M Buy
2024
Q3
$13.8M Buy
2024
Q2
$11.7M Buy
2024
Q1
$10.5M Buy
2023
Q4
$8.88M Buy
2023
Q3
$7.5M Buy
2023
Q2
$6.91M Buy
2023
Q1
$6.3M Buy
2022
Q4
$6.13M Buy
2022
Q3
$5.65M Buy
2022
Q2
$5.74M Buy