Ownership history in WESPAC Advisors, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in ISHARES TR INDEX RUSSELL 2000 (IWM). 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 WESPAC Advisors, LLC underperformed the S&P 500 by β57.9% annually on this IWM position. Timing score: 25% (2/8 decisions correct). Average cost basis: $161.57. Maximum drawdown during holding period: β9.9%.
β Significantly underperformed the S&P 500 by 57.9% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $54.57 (2010 Q1) Β· Worst: $245.72 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π WESPAC Advisors, LLC has been actively increasing its IWM allocation β a bullish signal from insiders.
Currently 1.04% 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