Ownership history in Lantz Financial LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Lantz Financial LLC reported a position in ISHARES TR (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 Lantz Financial LLC underperformed the S&P 500 by β4.5% annually on this IVE position. Timing score: 83% (5/6 decisions correct). Average cost basis: $200.58. Maximum drawdown during holding period: β2.7%.
β οΈ Trailed SPY by 4.5% ann. on this position.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $176.28 (2024 Q2) Β· Worst: $211.29 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Lantz Financial LLC has been actively increasing its IVE allocation β a bullish signal from insiders.
Currently 1.73% 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