Ownership history in Prosperity Planning, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (IGSB). 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 Prosperity Planning, Inc. underperformed the S&P 500 by β12.3% annually on this IGSB position. Timing score: 76% (13/17 decisions correct). Average cost basis: $47.38. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 12.3% ann.
20 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 17 add/trim decisions correct
Best entry: $43.09 (2022 Q3) Β· Worst: $52.49 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
18 adds Β· 0 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.81% 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