Ownership history in WIN ADVISORS, INC Β· 14 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR CORE S&P U S GROWTH ETF (IUSG). 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 outperformed the S&P 500 by +0.4% annually on this IUSG position. Timing score: 46% (6/13 decisions correct). Average cost basis: $121.77. Maximum drawdown during holding period: β30.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $93.29 (2023 Q3) Β· Worst: $167.76 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 9 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π WIN ADVISORS, INC has been actively increasing its IUSG allocation β a bullish signal from insiders.
Currently 6.77% 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.