Ownership history in Corrigan Financial, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which Corrigan Financial, Inc. reported a position in ISHARES S&P 500 IDX FD ETF (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.
π Corrigan Financial, Inc. outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 33% (2/6 decisions correct). Average cost basis: $431.42. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $429.27 (2023 Q2) Β· Worst: $555.02 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.59% 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