Ownership history in Centennial Bank/AR/ Β· 7 quarters on record
This page tracks every 13F SEC filing in which Centennial Bank/AR/ reported a position in iShares Russell 1000 Value ETF (IWD). 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 Centennial Bank/AR/ underperformed the S&P 500 by β5.5% annually on this IWD position. Timing score: 0% (0/5 decisions correct). Average cost basis: $184.76. Maximum drawdown during holding period: β2.0%.
β Significantly underperformed the S&P 500 by 5.5% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 5 add/trim decisions correct
Best entry: $184.76 (2024 Q3) Β· Worst: $184.76 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.76% 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