Ownership history in McAdam, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in ISHARES TR (IWY). 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 McAdam, LLC outperformed the S&P 500 by +3.5% annually on this IWY position. Timing score: 39% (7/18 decisions correct). Average cost basis: $137.45. Maximum drawdown during holding period: β30.7%.
β
Outperformed SPY on this position by 3.5% ann.
18 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 18 add/trim decisions correct
Best entry: $117.19 (2022 Q3) Β· Worst: $218.76 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 11 trims. Bought during 4 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.63% 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.