Peloton Wealth Strategists / IBDV
Peloton Wealth Strategists’s Ishares Tr Position
Does Peloton Wealth Strategists own Ishares Tr (IBDV)? Yes — 374.6K shares worth $8M (+3.32% of its 13F portfolio) as of Q1 2026, up from 359.9K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
374.6K
% of Portfolio
+3.32%
Quarters Held
15
currently held
Position History IBDV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 374.6K | $8M | +3.32% |
| Q4 2025 | 359.9K | $8M | +3.08% |
| Q3 2025 | 296.3K | $7M | +2.58% |
| Q2 2025 | 289.0K | $6M | +2.55% |
| Q1 2025 | 273.5K | $6M | +2.48% |
| Q4 2024 | 237.1K | $5M | +2.04% |
| Q3 2024 | 193.9K | $4M | +1.71% |
| Q2 2024 | 184.2K | $4M | +1.61% |
| Q1 2024 | 175.5K | $4M | +1.53% |
| Q4 2023 | 160.0K | $3M | +1.50% |
| Q3 2023 | 143.0K | $3M | +1.34% |
| Q2 2023 | 103.7K | $2M | +0.97% |
| Q1 2023 | 75.0K | $2M | +0.74% |
| Q4 2022 | 41.0K | $853,000 | +0.41% |
| Q3 2022 | 33.5K | $679,000 | +0.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of IBDV.