OPPS
Obsidian Personal Planning Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
758
| – | – | 0.19% | 50 |
|
|
2025
Q1 | $423K | Sell |
758
-43
| -5% | -$24K | 0.19% | 49 |
|
|
2024
Q4 | $484K | Buy |
801
+152
| +23% | +$91.9K | 0.23% | 44 |
|
|
2024
Q3 | $371K | Hold |
649
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $355K | Buy |
649
+11
| +2% | +$6.02K | 0.22% | 53 |
|
|
2024
Q1 | $322K | Sell |
638
-24
| -4% | -$12.1K | 0.21% | 56 |
|
|
2023
Q4 | $316K | Hold |
662
| – | – | 0.24% | 53 |
|
|
2023
Q3 | $284K | Sell |
662
-25
| -4% | -$10.7K | 0.24% | 54 |
|
|
2023
Q2 | $306K | Buy |
+687
| New | +$306K | 0.38% | 48 |
|