Ownership history in Wall Capital Group, Inc. Β· 7 quarters on record
This page tracks every 13F SEC filing in which Wall Capital Group, Inc. reported a position in ISHARES TR (IVV). 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 Wall Capital Group, Inc. outperformed the S&P 500 by +0.2% annually on this IVV position. Timing score: 50% (3/6 decisions correct). Average cost basis: $435.93. Maximum drawdown during holding period: β12.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $394.68 (2023 Q1) Β· Worst: $683.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Wall Capital Group, Inc. has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 7.09% 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