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 (IVW). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 649,125 | +24,405 | +3.9% | 11.23% | $65.9M | $100.99 |
| 2024 Q3 | ADDED | 624,720 | +30,420 | +5.1% | 10.57% | $60.5M | $95.12 |
| 2024 Q2 | ADDED | 594,300 | +361,521 | +155.3% | 10.64% | $56.9M | $91.79 |
| 2023 Q4 | ADDED | 232,779 | +131,709 | +130.3% | 3.61% | $17.5M | $74.36 |
| 2023 Q3 | ADDED | 101,070 | +20,863 | +26.0% | 1.60% | $6.8M | $67.55 |
| 2023 Q2 | ADDED | 80,207 | +109 | +0.1% | 1.48% | $5.7M | $69.36 |
| 2023 Q1 | ADDED | 80,098 | +304 | +0.4% | 1.48% | $5.1M | $62.74 |
| 2022 Q4 | ADDED | 79,794 | +2,560 | +3.3% | 1.47% | $4.7M | $57.27 |
| 2022 Q3 | REDUCED | 77,234 | -1,488 | -1.9% | 1.58% | $4.5M | $56.51 |
| 2022 Q2 | REDUCED | 78,722 | -286 | -0.4% | 1.61% | $4.8M | $58.80 |
As of 2025 Q4 — sorted by position size