iShares S&P 500 Value Index shares owned by Peninsula Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $53M | 280k | 190.88 |
| 2024-09-30 | $56M | 280k | 200.77 |
| 2024-06-30 | $50M | 269k | 186.03 |
| 2024-03-31 | $35M | 189k | 186.81 |
| 2023-12-31 | $22M | 128k | 173.89 |
| 2023-09-30 | $12M | 80k | 149.98 |
| 2023-06-30 | $12M | 72k | 161.19 |
| 2023-03-31 | $11M | 72k | 151.76 |
| 2022-12-31 | $11M | 72k | 145.07 |
| 2022-09-30 | $9.1M | 71k | 128.53 |
| 2022-06-30 | $9.7M | 70k | 137.46 |
| 2022-03-31 | $11M | 70k | 155.72 |
| 2021-12-31 | $11M | 70k | 156.63 |
| 2021-09-30 | $10M | 70k | 145.42 |
| 2021-06-30 | $10M | 69k | 147.63 |
| 2021-03-31 | $10M | 71k | 141.23 |
| 2020-12-31 | $9.1M | 71k | 128.02 |
| 2020-09-30 | $6.0M | 53k | 112.46 |
| 2020-06-30 | $5.7M | 53k | 108.21 |
| 2020-03-31 | $2.0M | 20k | 96.23 |