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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
2025
Q1
$423K Sell
2024
Q4
$484K Buy
2024
Q3
$371K Hold
2024
Q2
$355K Buy
2024
Q1
$322K Sell
2023
Q4
$316K Hold
2023
Q3
$284K Sell
2023
Q2
$306K Buy