Ownership history in Phoenix Financial Ltd. Β· 26 quarters on record
This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES TR (IGV). 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 Phoenix Financial Ltd. outperformed the S&P 500 by +1.4% annually on this IGV position. Timing score: 60% (15/25 decisions correct). Average cost basis: $91.96. Maximum drawdown during holding period: β37.3%.
β
Outperformed SPY on this position by 1.4% ann.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 25 add/trim decisions correct
Best entry: $42.04 (2020 Q1) Β· Worst: $109.50 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 9 trims. Bought during 8 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.51% 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.