Ownership history in Single Point Partners, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Single Point Partners, LLC reported a position in ISHARES TR (IWV). 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 Single Point Partners, LLC underperformed the S&P 500 by β1.0% annually on this IWV position. Timing score: 80% (8/10 decisions correct). Average cost basis: $219.95. Maximum drawdown during holding period: β4.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $198.39 (2022 Q3) Β· Worst: $386.09 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% 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