Ownership history in FMA Wealth Management, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which FMA Wealth Management, LLC reported a position in ISHARES TR (SMLF). 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 FMA Wealth Management, LLC underperformed the S&P 500 by β5.5% annually on this SMLF position. Timing score: 71% (5/7 decisions correct). Average cost basis: $64.63. Maximum drawdown during holding period: β7.7%.
β Significantly underperformed the S&P 500 by 5.5% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $59.82 (2024 Q2) Β· Worst: $73.92 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.68% 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