Ownership history in WIN ADVISORS, INC Β· 4 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR (USMV). 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 WIN ADVISORS, INC underperformed the S&P 500 by β29.7% annually on this USMV position. Timing score: 67% (2/3 decisions correct). Average cost basis: $87.10. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 29.7% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $72.47 (2022 Q1) Β· Worst: $87.11 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. π More buys than sells across the holding period.
π WIN ADVISORS, INC has been actively increasing its USMV allocation β a bullish signal from insiders.
Currently 0.44% 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