| Quarter | Score |
|---|---|
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.8 |
| 2023-Q4 | 36.6 |
| 2024-Q1 | 32.3 |
| 2024-Q2 | 34.2 |
| 2024-Q3 | 57.4 |
| 2024-Q4 | 33.6 |
| 2025-Q1 | 58.5 |
| 2025-Q2 | 62.3 |
| 2025-Q3 | 61.6 |
| 2025-Q4 | 61.6 |
| 2026-Q1 | 61.7 |
| 2026-Q2 | 62.1 |
Active institutional exit or low consensus; avoid or liquidate
No price reference available to measure drift vs fund cost basis
1 of 18 tracked funds hold IBGHD. Avg conviction: 0.0%. Net trimming. First tracked at $8.00.
Current price unavailable — check back later
Too early to measure — check back next quarter
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |