IVLU — ISHARES TR

Ownership history in Peninsula Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in ISHARES TR (IVLU). 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
2.31% (2024 Q4)
Avg. % of fund
1.2%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 500,695 +205,659 +69.7% 2.31% $13.6M $26.05
2024 Q3 ADDED 295,036 +24,191 +8.9% 1.49% $8.5M $27.80
2024 Q2 ADDED 270,845 +150,719 +125.5% 1.45% $7.8M $25.84
2023 Q4 ADDED 120,126 +103,696 +631.1% 0.66% $3.2M $24.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVLU price (monthly, adj. close)

Other funds also holding IVLU

As of 2025 Q4 — sorted by position size

Farrow Financial, Inc. 6.16% Meridian Financial Partners LLC 3Y 7Y 5.15% INVENIO WEALTH PARTNERS LLC 4.84% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.6% Armbruster Capital Management, Inc. 3Y 7Y 4.44% Freedom Investment Management, Inc. 3Y 7Y 3.76% Cobblestone Asset Management LLC 3.74% RHS Financial, LLC 3Y 7Y 3.49% Alliance Wealth Advisors, LLC /UT 3Y 3.12% AdvisorShares Investments LLC 3Y 2.92%
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