Ownership history in RITHOLTZ WEALTH MANAGEMENT Β· 34 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT 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 RITHOLTZ WEALTH MANAGEMENT outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 75% (24/32 decisions correct). Average cost basis: $375.01. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
33 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
24 of 32 add/trim decisions correct
Best entry: $210.58 (2017 Q2) Β· Worst: $665.17 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 9 trims. Bought during 1 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π RITHOLTZ WEALTH MANAGEMENT has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 6.69% 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