Obsidian Personal Planning Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Buy	+1,678	New	+$193K	0.07%	115

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Obsidian Personal Planning Solutions opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2025: 1,678 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings.

1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

Obsidian Personal Planning Solutions held 1,678 shares of iShares S&P 500 Growth ETF worth $209K as of Q3 2025.
iShares S&P 500 Growth ETF was a new Obsidian Personal Planning Solutions position in Q3 2025.
iShares S&P 500 Growth ETF made up 0.07% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #115 holding.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

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