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.
| 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 |
| 2023 Q3 | ADDED | 80,298 | +7,868 | +10.9% | 2.82% | $12.0M | $146.96 |
| 2023 Q2 | ADDED | 72,430 | +194 | +0.3% | 3.05% | $11.7M | $153.16 |
| 2023 Q1 | ADDED | 72,236 | +89 | +0.1% | 3.16% | $11.0M | $143.69 |
| 2022 Q4 | ADDED | 72,147 | +1,633 | +2.3% | 3.29% | $10.5M | $136.70 |
| 2022 Q3 | ADDED | 70,514 | +295 | +0.4% | 3.20% | $9.1M | $120.42 |
| 2022 Q2 | ADDED | 70,219 | +120 | +0.2% | 3.27% | $9.7M | $127.92 |
As of 2025 Q4 — sorted by position size