Ownership history in Denver PWM, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Denver PWM, LLC reported a position in ISHARES TR (IBTF). 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 Denver PWM, LLC underperformed the S&P 500 by β23.5% annually on this IBTF position. Timing score: 86% (6/7 decisions correct). Average cost basis: $22.04. Maximum drawdown during holding period: β0.7%.
β Significantly underperformed the S&P 500 by 23.5% ann.
8 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $20.81 (2023 Q2) Β· Worst: $23.13 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Denver PWM, LLC has been actively increasing its IBTF allocation β a bullish signal from insiders.
Currently 6.37% 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