Ownership history in Ackerman Capital Advisors, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Ackerman Capital Advisors, LLC reported a position in ISHARES INC (PICK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Ackerman Capital Advisors, LLC underperformed the S&P 500 by β0.8% annually on this PICK position. Timing score: 53% (8/15 decisions correct). Average cost basis: $30.87. Maximum drawdown during holding period: β18.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $18.66 (2017 Q2) Β· Worst: $51.34 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 12 trims. Bought during 1 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Ackerman Capital Advisors, LLC has been actively increasing its PICK allocation β a bullish signal from insiders.
Currently 1.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size