Ownership history in Rossmore Private Capital Β· 33 quarters on record
This page tracks every 13F SEC filing in which Rossmore Private Capital reported a position in ISHARES TR CORE S&P 500 ETF (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 Rossmore Private Capital outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 65% (20/31 decisions correct). Average cost basis: $412.27. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 31 add/trim decisions correct
Best entry: $224.34 (2018 Q4) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
27 adds Β· 6 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Rossmore Private Capital has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 5.34% 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