Ownership history in LWMG, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which LWMG, LLC reported a position in ISHARES TR (IVV). 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 LWMG, LLC outperformed the S&P 500 by +0.2% annually on this IVV position. Timing score: 50% (3/6 decisions correct). Average cost basis: $469.07. Maximum drawdown during holding period: β3.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $394.68 (2023 Q1) Β· Worst: $566.00 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 7.76% 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