Ownership history in Arkos Global Advisors Β· 16 quarters on record
This page tracks every 13F SEC filing in which Arkos Global Advisors reported a position in ISHARES CORE DIVIDEND GROWTH ETF (DGRO). 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 Arkos Global Advisors underperformed the S&P 500 by β6.0% annually on this DGRO position. Timing score: 53% (8/15 decisions correct). Average cost basis: $47.59. Maximum drawdown during holding period: β15.7%.
β Significantly underperformed the S&P 500 by 6.0% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $40.97 (2022 Q3) Β· Worst: $67.33 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 5 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.04% 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.