Ownership history in Fairway Wealth LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Fairway Wealth LLC reported a position in ISHARES RUSSELL 2000 ETF (IWM). 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 Fairway Wealth LLC underperformed the S&P 500 by β1.7% annually on this IWM position. Timing score: 100% (6/6 decisions correct). Average cost basis: $214.17. Maximum drawdown during holding period: β9.5%.
β οΈ Trailed SPY by 1.7% ann. on this position.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 6 add/trim decisions correct
Best entry: $197.36 (2025 Q1) Β· Worst: $240.72 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Fairway Wealth LLC has been actively increasing its IWM allocation β a bullish signal from insiders.
Currently 1.2% 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