iShares S&P 500 Index shares owned by Peninsula Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Peninsula Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.6M | 4.7k | 562.98 |
| 2024-03-31 | $16M | 31k | 525.73 |
| 2023-12-31 | $375k | 786 | 477.65 |
| 2023-09-30 | $331k | 783 | 422.43 |
| 2023-06-30 | $348k | 780 | 445.57 |
| 2023-03-31 | $320k | 778 | 410.83 |
| 2022-12-31 | $298k | 775 | 383.99 |
| 2022-09-30 | $277k | 771 | 359.27 |
| 2022-06-30 | $291k | 768 | 378.91 |
| 2022-03-31 | $347k | 765 | 453.59 |
| 2021-12-31 | $364k | 763 | 477.06 |
| 2020-09-30 | $252k | 751 | 335.55 |
| 2020-06-30 | $345k | 1.1k | 309.42 |
| 2020-03-31 | $287k | 1.1k | 258.09 |
| 2019-12-31 | $239k | 741 | 322.54 |
| 2019-09-30 | $220k | 736 | 298.91 |
| 2019-06-30 | $216k | 733 | 294.68 |