IVV — 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 (IVV). 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
4.82% (2024 Q1)
Avg. % of fund
0.42%
First filed
2019 Q2
Last filed
2024 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 5,145 -394 -7.1% 0.52% $3.0M $579.67
2024 Q3 ADDED 5,539 +874 +18.7% 0.57% $3.2M $566.00
2024 Q2 REDUCED 4,665 -26,585 -85.1% 0.49% $2.6M $534.89
2024 Q1 ADDED 31,250 +30,464 +3875.8% 4.82% $16.4M $512.33
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVV price (monthly, adj. close)

Other funds also holding IVV

As of 2025 Q4 — sorted by position size

Conrad N. Hilton Foundation 3Y 7Y 100.0% 26North Partners LP 3Y 100.0% SWISS RE LTD 3Y 7Y 99.26% GENWORTH FINANCIAL INC 3Y 7Y 92.41% UNC Management Company, Inc. 3Y 80.71% Michael & Susan Dell Foundation 3Y 7Y 75.69% FINANCIAL COUNSELORS INC 3Y 7Y 74.09% GR FINANCIAL GROUP, LLC 70.89% MKP Capital Management, L.L.C. 3Y 7Y 68.04% UNIVERSITY OF CHICAGO 3Y 7Y 64.86%
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