Ownership history in Dynamic Advisor Solutions LLC Β· 36 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in ISHARES TR (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 Dynamic Advisor Solutions LLC outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 57% (20/35 decisions correct). Average cost basis: $425.96. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 35 add/trim decisions correct
Best entry: $204.33 (2017 Q1) Β· Worst: $665.17 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 12 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.05% 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