Peloton Wealth Strategists / IBDW
Peloton Wealth Strategists’s Ishares Tr Position
Does Peloton Wealth Strategists own Ishares Tr (IBDW)? Yes — 307.4K shares worth $6M (+2.60% of its 13F portfolio) as of Q1 2026, up from 246.3K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
307.4K
% of Portfolio
+2.60%
Quarters Held
12
currently held
Position History IBDW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 307.4K | $6M | +2.60% |
| Q4 2025 | 246.3K | $5M | +2.02% |
| Q3 2025 | 201.3K | $4M | +1.68% |
| Q2 2025 | 199.3K | $4M | +1.68% |
| Q1 2025 | 199.3K | $4M | +1.73% |
| Q4 2024 | 170.0K | $3M | +1.40% |
| Q3 2024 | 147.7K | $3M | +1.25% |
| Q2 2024 | 120.0K | $2M | +1.00% |
| Q1 2024 | 108.5K | $2M | +0.90% |
| Q4 2023 | 102.5K | $2M | +0.92% |
| Q3 2023 | 35.0K | $678,000 | +0.31% |
| Q2 2023 | 16.2K | $328,000 | +0.15% |
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 IBDW.