Ownership history in BRIGHTON JONES LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in ISHARES TR (INDY). 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 BRIGHTON JONES LLC underperformed the S&P 500 by β7.9% annually on this INDY position. Timing score: 50% (3/6 decisions correct). Average cost basis: $41.82. Maximum drawdown during holding period: β13.3%.
β Significantly underperformed the S&P 500 by 7.9% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $41.54 (2023 Q3) Β· Worst: $50.22 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 1 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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