Ownership history in MA Private Wealth Β· 27 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth reported a position in ISHARES TR (IVW). 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 +5.5% annually on this IVW position. Timing score: 67% (16/24 decisions correct). Average cost basis: $83.56. Maximum drawdown during holding period: β30.4%.
π₯ Exceptional β beat the S&P 500 by 5.5% per year on this position.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 24 add/trim decisions correct
Best entry: $35.40 (2018 Q4) Β· Worst: $109.76 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 8 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π MA Private Wealth has been actively increasing its IVW allocation β a bullish signal from insiders.
Currently 7.68% 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