Ownership history in FDx Advisors, Inc. Β· 27 quarters on record
This page tracks every 13F SEC filing in which FDx Advisors, Inc. reported a position in ISHARES TR CORE MSCI PAC (IPAC). 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 FDx Advisors, Inc. underperformed the S&P 500 by β7.6% annually on this IPAC position. Timing score: 38% (9/24 decisions correct). Average cost basis: $56.35. Maximum drawdown during holding period: β25.2%.
β Significantly underperformed the S&P 500 by 7.6% ann.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 24 add/trim decisions correct
Best entry: $56.35 (2021 Q2) Β· Worst: $56.35 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
2 adds Β· 24 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.03% 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