Ownership history in VANCE WEALTH, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in ISHARES TR (IWS). 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 VANCE WEALTH, LLC underperformed the S&P 500 by β6.5% annually on this IWS position. Timing score: 53% (8/15 decisions correct). Average cost basis: $107.10. Maximum drawdown during holding period: β18.9%.
β Significantly underperformed the S&P 500 by 6.5% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $90.58 (2022 Q3) Β· Worst: $129.19 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 6 trims. Bought during 4 of 6 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 1.0% 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