Ownership history in Etesian Wealth Advisors, Inc. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in ISHARES TR (IWF). 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 Etesian Wealth Advisors, Inc. outperformed the S&P 500 by +4.4% annually on this IWF position. Timing score: 25% (2/8 decisions correct). Average cost basis: $372.88. Maximum drawdown during holding period: β10.0%.
β
Outperformed SPY on this position by 4.4% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $361.83 (2024 Q2) Β· Worst: $399.63 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 6 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.55% 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