IVE — ISHARES TR

Ownership history in Peninsula Wealth, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.8% (2024 Q3)
Avg. % of fund
4.08%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 279,913 +445 +0.2% 9.11% $53.4M $186.96
2024 Q3 ADDED 279,468 +10,782 +4.0% 9.80% $56.1M $192.07
2024 Q2 ADDED 268,686 +141,003 +110.4% 9.34% $50.0M $176.28
2023 Q4 ADDED 127,683 +47,385 +59.0% 4.58% $22.2M $166.88
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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