Ownership history in Keebeck Wealth Management Β· 11 quarters on record
This page tracks every 13F SEC filing in which Keebeck Wealth Management reported a position in iShares S&P 500 Value ETF IV (IVE). 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 Keebeck Wealth Management underperformed the S&P 500 by β6.3% annually on this IVE position. Timing score: 40% (4/10 decisions correct). Average cost basis: $186.39. Maximum drawdown during holding period: β5.9%.
β Significantly underperformed the S&P 500 by 6.3% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $127.92 (2022 Q2) Β· Worst: $211.29 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.31% 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