Ownership history in EWG Elevate Inc. Β· 22 quarters on record
This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (IVW). 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 EWG Elevate Inc. outperformed the S&P 500 by +3.7% annually on this IVW position. Timing score: 48% (10/21 decisions correct). Average cost basis: $77.11. Maximum drawdown during holding period: β29.5%.
β
Outperformed SPY on this position by 3.7% ann.
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 21 add/trim decisions correct
Best entry: $46.29 (2019 Q4) Β· Worst: $120.49 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 8 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π EWG Elevate Inc. has been actively increasing its IVW allocation β a bullish signal from insiders.
Currently 1.75% 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