Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in ISHARES TR (IBDQ). 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 COMMONWEALTH EQUITY SERVICES, LLC underperformed the S&P 500 by β12.1% annually on this IBDQ position. Timing score: 70% (21/30 decisions correct). Average cost basis: $23.34. Maximum drawdown during holding period: β8.8%.
β Significantly underperformed the S&P 500 by 12.1% ann.
30 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
21 of 30 add/trim decisions correct
Best entry: $19.00 (2018 Q2) Β· Worst: $24.93 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
30 adds Β· 2 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% 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