Ownership history in ZynergyRetirementPlanningLLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which ZynergyRetirementPlanningLLC 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 ZynergyRetirementPlanningLLC outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 75% (3/4 decisions correct). Average cost basis: $591.95. Maximum drawdown during holding period: β4.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $555.02 (2025 Q1) Β· Worst: $683.12 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π ZynergyRetirementPlanningLLC has been actively increasing its IVV allocation β a bullish signal from insiders.
Currently 24.07% 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