Ownership history in LongView Wealth Management Β· 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in ISHARES TR (ILCG). 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 LongView Wealth Management outperformed the S&P 500 by +3.5% annually on this ILCG position. Timing score: 71% (5/7 decisions correct). Average cost basis: $82.63. Maximum drawdown during holding period: β9.5%.
β
Outperformed SPY on this position by 3.5% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $74.72 (2024 Q1) Β· Worst: $104.05 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π LongView Wealth Management has been actively increasing its ILCG allocation β a bullish signal from insiders.
Currently 3.76% 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