Peninsula Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Peninsula Asset Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	2,212 -73	-3%	-$49.8K	0.74%	34
2025 Q4	$1.57M	Buy	2,285 +60	+3%	+$40.7K	0.8%	32
2025 Q3	$1.49M	Buy	2,225 +27	+1%	+$17.4K	0.76%	33
2025 Q2	$1.36M	Buy	2,198 +1,135	+107%	+$652K	0.72%	34
2025 Q1	$597K	Buy	1,063 +10	+0.9%	+$5.91K	0.33%	38
2024 Q4	$620K	Buy	1,053 +46	+5%	+$27.2K	0.33%	37
2024 Q3	$581K	Hold	1,007	–	–	0.29%	38
2024 Q2	$551K	Buy	+1,007	New	+$530K	0.3%	37

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Peninsula Asset Management's IVV Position: Q1 2026 in Review

Peninsula Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, selling an estimated $49.8K and leaving 2,212 shares worth $1.44M. The position accounts for 0.74% of the portfolio, ranked #34.

Peninsula Asset Management first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Peninsula Asset Management held 2,212 shares of iShares Core S&P 500 ETF worth $1.44M as of Q1 2026.
Peninsula Asset Management sold 73 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $49.8K.
iShares Core S&P 500 ETF made up 0.74% of Peninsula Asset Management's portfolio in Q1 2026, its #34 holding.
Peninsula Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Peninsula Asset Management's iShares Core S&P 500 ETF position peaked at $1.57M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.