OPPS
Obsidian Personal Planning Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,161
| Closed | -$228K | – | 109 |
|
|
2024
Q4 | $228K | Hold |
1,161
| – | – | 0.11% | 90 |
|
|
2024
Q3 | $226K | Hold |
1,161
| – | – | 0.12% | 85 |
|
|
2024
Q2 | $211K | Hold |
1,161
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $208K | Buy |
+1,161
| New | +$208K | 0.14% | 94 |
|
|
2022
Q4 | – | Sell |
-1,735
| Closed | -$223K | – | 41 |
|
|
2022
Q3 | $223K | Sell |
1,735
-1,049
| -38% | -$135K | 0.41% | 35 |
|
|
2022
Q2 | $383K | Buy |
+2,784
| New | +$383K | 0.65% | 28 |
|