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IVV icon

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

Peninsula Wealth’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
2024
Q4 		$3.03M Sell
5,145
-394
-7% -$233K 0.52% 25
2024
Q3 		$3.24M Buy
5,539
+874
+19% +$486K 0.57% 26
2024
Q2 		$2.63M Buy
4,665
+3,877
+492% +$2.04M 0.49% 26
2024
Q1 		$414K Buy
788
+2
+0.3% +$1K 0.08% 69
2023
Q4 		$375K Buy
786
+3
+0.4% +$1.34K 0.08% 67
2023
Q3 		$331K Buy
783
+3
+0.4% +$1.34K 0.08% 62
2023
Q2 		$348K Buy
780
+2
+0.3% +$843 0.09% 55
2023
Q1 		$320K Buy
778
+3
+0.4% +$1.2K 0.09% 56
2022
Q4 		$298K Buy
775
+4
+0.5% +$1.54K 0.09% 55
2022
Q3 		$277K Buy
771
+3
+0.4% +$1.2K 0.1% 52
2022
Q2 		$291K Buy
768
+3
+0.4% +$1.23K 0.1% 50
2022
Q1 		$347K Buy
765
+2
+0.3% +$894 0.1% 47
2021
Q4 		$364K Buy
+763
New +$352K 0.1% 48
2020
Q4 		– Sell
-751
Closed -$252K – 35
2020
Q3 		$252K Sell
751
-364
-33% -$121K 0.11% 47
2020
Q2 		$345K Buy
1,115
+3
+0.3% +$881 0.16% 33
2020
Q1 		$287K Buy
1,112
+371
+50% +$114K 0.16% 33
2019
Q4 		$239K Buy
741
+5
+0.7% +$1.55K 0.11% 35
2019
Q3 		$220K Buy
736
+3
+0.4% +$892 0.11% 34
2019
Q2 		$216K Buy
+733
New +$212K 0.11% 28

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peninsula Wealth's IVV Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 7.1% in Q4 2024, selling an estimated $233K and leaving 5,145 shares worth $3.03M. The position accounts for 0.52% of the portfolio, ranked #25.

Peninsula Wealth first reported a position in IVV in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.24M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Peninsula Wealth held 5,145 shares of iShares Core S&P 500 ETF worth $3.03M as of Q4 2024.
  • Peninsula Wealth sold 394 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $233K.
  • iShares Core S&P 500 ETF made up 0.52% of Peninsula Wealth's portfolio in Q4 2024, its #25 holding.
  • Peninsula Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 19 quarters since.
  • Peninsula Wealth's iShares Core S&P 500 ETF position peaked at $3.24M in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.