Ownership history in Opal Wealth Advisors, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Opal Wealth Advisors, 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 Opal Wealth Advisors, LLC outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 31% (4/13 decisions correct). Average cost basis: $560.31. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 13 add/trim decisions correct
Best entry: $359.10 (2022 Q2) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π Opal Wealth Advisors, LLC has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 1.44% 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