Ownership history in COREPATH WEALTH PARTNERS LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (IWB). 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 COREPATH WEALTH PARTNERS LLC underperformed the S&P 500 by β0.2% annually on this IWB position. Timing score: 100% (3/3 decisions correct). Average cost basis: $358.43. Maximum drawdown during holding period: β0.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $303.53 (2025 Q1) Β· Worst: $372.56 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π COREPATH WEALTH PARTNERS LLC has been actively increasing its IWB allocation β a bullish signal from insiders.
Currently 6.51% 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