Ownership history in Affiance Financial, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Affiance Financial, LLC reported a position in ISHARES TR (IVV). 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 Affiance Financial, LLC outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 44% (14/32 decisions correct). Average cost basis: $355.46. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
32 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 32 add/trim decisions correct
Best entry: $224.34 (2018 Q4) Β· Worst: $534.89 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 19 trims. Bought during 5 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.98% 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