Ownership history in COWA, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which COWA, LLC reported a position in ISHARES TR (IBHE). 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 COWA, LLC underperformed the S&P 500 by β12.6% annually on this IBHE position. Timing score: 80% (4/5 decisions correct). Average cost basis: $21.88. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.6% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $21.40 (2024 Q2) Β· Worst: $22.96 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.98% 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.