IBDQ β€” ISHARES TR

Ownership history in CWM, LLC  Β·  29 quarters on record

This page tracks every 13F SEC filing in which CWM, 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.

πŸ” Peak position
0.06% (2024 Q3)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
29

Position Intelligence

CWM, LLC Γ— IBDQ AI Analytics

πŸ“‰ CWM, LLC underperformed the S&P 500 by –11.9% annually on this IBDQ position. Timing score: 65% (11/17 decisions correct). Average cost basis: $22.96. Maximum drawdown during holding period: –8.8%.

πŸ“ˆ Position Alpha vs SPY
-11.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 11.9% ann.
27 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 17 add/trim decisions correct

πŸ’° Entry Quality
$22.96
+8.6% vs current ($24.93)

Best entry: $21.46 (2019 Q3)  Β·  Worst: $24.38 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–8.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

11 adds Β· 8 trims. Bought during 1 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ 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.

% of Fund (quarterly)    IBDQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 568,925 -12,747 -2.2% 0.04% $14.3M $24.93
2025 Q2 REDUCED 581,672 -6,418 -1.1% 0.05% $14.6M $24.66
2025 Q1 ADDED 588,090 +53,885 +10.1% 0.06% $14.8M $24.38
2024 Q4 REDUCED 534,205 -56,965 -9.6% 0.06% $13.4M $24.12
2024 Q3 ADDED 591,170 +85,272 +16.9% 0.06% $14.8M $23.86
2024 Q2 ADDED 505,898 +23,871 +5.0% 0.06% $12.6M $23.40
2024 Q1 ADDED 482,027 +83,245 +20.9% 0.06% $12.0M $23.14
2023 Q4 ADDED 398,782 +138,908 +53.5% 0.05% $9.9M $22.95
2023 Q3 ADDED 259,874 +215,966 +491.9% 0.04% $6.3M $22.32
2023 Q2 ADDED 43,908 +13,193 +43.0% 0.01% $1.1M $22.15
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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