Ownership history in Larson Financial Group LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Larson Financial Group LLC reported a position in ISHARES TR (IUSB). 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 Larson Financial Group LLC underperformed the S&P 500 by β19.4% annually on this IUSB position. Timing score: 33% (1/3 decisions correct). Average cost basis: $45.35. Maximum drawdown during holding period: β14.7%.
β Significantly underperformed the S&P 500 by 19.4% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $43.04 (2024 Q4) Β· Worst: $45.75 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 0 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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