Ownership history in Transform Wealth, LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES TR (IVE). 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 Transform Wealth, LLC underperformed the S&P 500 by β2.6% annually on this IVE position. Timing score: 65% (22/34 decisions correct). Average cost basis: $100.57. Maximum drawdown during holding period: β25.3%.
β οΈ Trailed SPY by 2.6% ann. on this position.
34 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 34 add/trim decisions correct
Best entry: $75.26 (2016 Q2) Β· Worst: $186.96 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 11 trims. Bought during 7 of 10 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.35% 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