Obsidian Personal Planning Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$206K	0.14%	94
2022 Q4	–	Sell	-1,735	Closed	-$223K	–	41
2022 Q3	$223K	Sell	1,735 -1,049	-38%	-$149K	0.41%	35
2022 Q2	$383K	Buy	+2,784	New	+$411K	0.65%	28

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Obsidian Personal Planning Solutions's IVE Position: Q1 2025 in Review

Obsidian Personal Planning Solutions sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 1,161 shares — an estimated $228K sold.

Obsidian Personal Planning Solutions first reported a position in IVE in Q2 2022 and held it in 6 quarters. The position peaked at $383K in Q2 2022. 1,535 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

Obsidian Personal Planning Solutions reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 1,161 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $228K.
Obsidian Personal Planning Solutions first reported a position in iShares S&P 500 Value ETF in Q2 2022 and held it in 6 quarters.
Obsidian Personal Planning Solutions's iShares S&P 500 Value ETF position peaked at $383K in Q2 2022.
1,535 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q1 2025, filed 16 May 2025.