Ownership history in Avior Wealth Management, LLC Β· 48 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ISHARES S&P 500 INDEX ETF (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 Avior Wealth Management, LLC outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 74% (34/46 decisions correct). Average cost basis: $386.89. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
47 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
34 of 46 add/trim decisions correct
Best entry: $153.06 (2014 Q1) Β· Worst: $615.21 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
37 adds Β· 10 trims. Bought during 5 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.96% 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