IVV β€” ISHARES TR

Ownership history in Bradyco, Inc.  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Bradyco, Inc. 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.

πŸ” Peak position
1.29% (2025 Q3)
πŸ“Š Avg. % of fund
1.03%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Bradyco, Inc. Γ— IVV AI Analytics

πŸ“ˆ Bradyco, Inc. outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 33% (1/3 decisions correct). Average cost basis: $576.90. Maximum drawdown during holding period: –4.3%.

πŸ“ˆ Position Alpha vs SPY
+0.1%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
4 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$576.90
+18.4% vs current ($683.12)

Best entry: $555.02 (2025 Q1)  Β·  Worst: $579.67 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–4.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bradyco, Inc. has been actively increasing its IVV allocation β€” a bullish signal from insiders.
Currently 1.17% of portfolio

⚠ 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.

% of Fund (quarterly)    IVV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,372 -333 -19.5% 1.17% $940K $683.12
2025 Q3 REDUCED 1,705 -349 -17.0% 1.29% $1.1M $665.17
2025 Q2 UNCHANGED 2,054 β€” 0% 0.87% $1.2M $615.21
2025 Q1 ADDED 2,054 +231 +12.7% 0.88% $1.2M $555.02
2024 Q4 INITIATED 1,823 β€” β€” 0.96% $1.5M $579.67
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