Ownership history in Phoenix Financial Ltd. Β· 11 quarters on record
This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES TR (IXJ). 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. underperformed the S&P 500 by β11.7% annually on this IXJ position. Timing score: 38% (3/8 decisions correct). Average cost basis: $88.55. Maximum drawdown during holding period: β11.8%.
β Significantly underperformed the S&P 500 by 11.7% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $82.02 (2023 Q2) Β· Worst: $97.40 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 6 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Phoenix Financial Ltd. has been actively increasing its IXJ allocation β a bullish signal from insiders.
Currently 2.24% 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