Ownership history in Atlas Brown,Inc. Β· 47 quarters on record
This page tracks every 13F SEC filing in which Atlas Brown,Inc. reported a position in iShares Tr S&P 500 Growth (IVW). 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 Atlas Brown,Inc. outperformed the S&P 500 by +5.4% annually on this IVW position. Timing score: 40% (18/45 decisions correct). Average cost basis: $48.33. Maximum drawdown during holding period: β30.4%.
π₯ Exceptional β beat the S&P 500 by 5.4% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
18 of 45 add/trim decisions correct
Best entry: $23.18 (2014 Q2) Β· Worst: $92.44 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 34 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
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