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Ishares Tr dev val factor shares owned by Peninsula Wealth

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Peninsula Wealth from 13F filings

Historical chart of Peninsula Wealth investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Peninsula Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.8M 271k 28.63
2024-03-31 $7.3M 259k 28.23
2023-12-31 $3.2M 120k 26.51
2023-09-30 $398k 16k 24.25

More positions owned by Peninsula Wealth

Snowflake Cl A (SNOW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Oracle Corporation (ORCL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Peninsula Wealth

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Eqis Capital Management
Kathmere Capital Management
Janney Montgomery Scott
Colony
Buckingham Asset Management
Armbruster Capital Management
Morgan Stanley
Resources Investment Advisors
BlackRock
High Probability Advisors

View all funds holding Ishares Tr dev val factor