Ownership history in MA Private Wealth Β· 13 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in ISHARES TR (IYW). 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 MA Private Wealth outperformed the S&P 500 by +10.2% annually on this IYW position. Timing score: 45% (5/11 decisions correct). Average cost basis: $115.44. Maximum drawdown during holding period: β11.9%.
π₯ Exceptional β beat the S&P 500 by 10.2% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $91.98 (2023 Q1) Β· Worst: $173.10 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 7 trims. Bought during 1 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.45% 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