Peloton Wealth Strategists / OEF
Peloton Wealth Strategists’s Ishares Tr Position
Does Peloton Wealth Strategists own Ishares Tr (OEF)? Yes — 12.4K shares worth $4M (+1.59% of its 13F portfolio) as of Q1 2026, down from 12.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
12.4K
% of Portfolio
+1.59%
Quarters Held
21
currently held
Position History OEF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.4K | $4M | +1.59% |
| Q4 2025 | 12.8K | $4M | +1.70% |
| Q3 2025 | 12.5K | $4M | +1.64% |
| Q2 2025 | 13.1K | $4M | +1.60% |
| Q1 2025 | 12.8K | $3M | +1.45% |
| Q4 2024 | 13.2K | $4M | +1.54% |
| Q3 2024 | 13.3K | $4M | +1.47% |
| Q2 2024 | 14.2K | $4M | +1.55% |
| Q1 2024 | 14.5K | $4M | +1.46% |
| Q4 2023 | 15.4K | $3M | +1.49% |
| Q3 2023 | 16.6K | $3M | +1.54% |
| Q2 2023 | 16.8K | $3M | +1.54% |
| Q1 2023 | 17.1K | $3M | +1.46% |
| Q4 2022 | 17.2K | $3M | +1.41% |
| Q3 2022 | 17.3K | $3M | +1.46% |
| Q2 2022 | 17.7K | $3M | +1.49% |
| Q1 2022 | 18.1K | $4M | +1.58% |
| Q4 2021 | 17.7K | $4M | +1.56% |
| Q3 2021 | 16.8K | $3M | +1.36% |
| Q2 2021 | 16.9K | $3M | +1.37% |
| Q4 2020 | 13.8K | $2M | +1.17% |
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 OEF.