Ownership history in Hardy Reed LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Hardy Reed LLC 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 Hardy Reed LLC outperformed the S&P 500 by +5.7% annually on this IWF position. Timing score: 46% (6/13 decisions correct). Average cost basis: $124.69. Maximum drawdown during holding period: β30.8%.
π₯ Exceptional β beat the S&P 500 by 5.7% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $124.42 (2018 Q4) Β· Worst: $359.72 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 12 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.93% 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