Ownership history in Straight Path Wealth Management Β· 8 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in ISHARES TR (IBTF). 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 Straight Path Wealth Management underperformed the S&P 500 by β13.5% annually on this IBTF position. Timing score: 83% (5/6 decisions correct). Average cost basis: $22.45. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 13.5% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $21.56 (2024 Q1) Β· Worst: $23.13 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.16% 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