Obsidian Personal Planning Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$519K	Hold	758	–	–	0.18%	50
2025 Q2	$471K	Hold	758	–	–	0.19%	50
2025 Q1	$423K	Sell	758 -43	-5%	-$25.4K	0.19%	49
2024 Q4	$484K	Buy	801 +152	+23%	+$90K	0.23%	44
2024 Q3	$371K	Hold	649	–	–	0.19%	51
2024 Q2	$355K	Buy	649 +11	+2%	+$5.78K	0.22%	53
2024 Q1	$322K	Sell	638 -24	-4%	-$12K	0.21%	56
2023 Q4	$316K	Hold	662	–	–	0.24%	53
2023 Q3	$284K	Sell	662 -25	-4%	-$11.2K	0.24%	54
2023 Q2	$306K	Buy	+687	New	+$290K	0.38%	48

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Obsidian Personal Planning Solutions held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2025 at 758 shares worth $519K. The position accounts for 0.18% of the portfolio, ranked #50.

Obsidian Personal Planning Solutions first reported a position in IVV in Q2 2023 and has held it in 10 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Obsidian Personal Planning Solutions held 758 shares of iShares Core S&P 500 ETF worth $519K as of Q3 2025.
Obsidian Personal Planning Solutions left its iShares Core S&P 500 ETF share count unchanged in Q3 2025.
iShares Core S&P 500 ETF made up 0.18% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #50 holding.
Obsidian Personal Planning Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

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