Ownership history in Shared Vision Wealth Group LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in ISHARES TR (IWP). 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 Shared Vision Wealth Group LLC underperformed the S&P 500 by β1.5% annually on this IWP position. Maximum drawdown during holding period: β7.2%.
β οΈ Trailed SPY by 1.5% ann. on this position.
6 quarters analyzed
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.1% 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