Ownership history in Intelligence Driven Advisers, LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in ISHARES TR (QUAL). 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 Intelligence Driven Advisers, LLC underperformed the S&P 500 by β1.2% annually on this QUAL position. Timing score: 57% (12/21 decisions correct). Average cost basis: $126.03. Maximum drawdown during holding period: β27.8%.
β οΈ Trailed SPY by 1.2% ann. on this position.
21 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 21 add/trim decisions correct
Best entry: $96.90 (2020 Q3) Β· Worst: $181.43 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 13 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.88% 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