Peninsula Wealth, LLC IVLU Holdings History
Peninsula Wealth, LLC's iShares MSCI Intl Value Factor ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 500,695.00 shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling $13.57 Mil. This investment constitutes 2.31% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.76% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.
The initial trade took place in 2023Q3. And since then Peninsula Wealth, LLC has made 6 purchases of IVLU, at an average price of $27.16, for a total of 500,695.00 shares. Based on historical transaction data and IVLU's current price of $32.53, Peninsula Wealth, LLC's estimated gain on his IVLU holdings is $2.69 Mil, reflecting a 19.79% gain to date.
Peninsula Wealth, LLC IVLU ($32.53) Holding Chart
Peninsula Wealth, LLC IVLU ($32.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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