Ownership history in Corundum Group, Inc. Β· 34 quarters on record
This page tracks every 13F SEC filing in which Corundum Group, Inc. reported a position in ISHARES TRUST RUSSELL 1000 VAL COM (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 Corundum Group, Inc. underperformed the S&P 500 by β6.7% annually on this IWD position. Timing score: 62% (18/29 decisions correct). Average cost basis: $91.01. Maximum drawdown during holding period: β17.8%.
β Significantly underperformed the S&P 500 by 6.7% ann.
33 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 29 add/trim decisions correct
Best entry: $38.11 (2010 Q2) Β· Worst: $209.54 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 13 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
π Corundum Group, Inc. has been actively increasing its IWD allocation β a bullish signal from insiders.
Currently 11.51% 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