DVY — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2024 Q4)
Avg. % of fund
0.07%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,454 — 0% 0.03% $491K $139.44
2025 Q2 ADDED 3,454 +637 +22.6% 0.02% $459K $129.18
2025 Q1 REDUCED 2,817 -4,081 -59.2% 0.03% $378K $129.39
2024 Q4 ADDED 6,898 +450 +7.0% 0.19% $906K $125.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DVY price (monthly, adj. close)

Other funds also holding DVY

As of 2025 Q4 — sorted by position size

Northside Capital Management, LLC 3Y 7Y 8.02% CABANA LLC 3Y 7Y 7.21% Powell Investment Advisors, LLC 3Y 4.76% Ellis Investment Partners, LLC 3Y 7Y 4.69% Florin Court Capital LLP 3Y 7Y 4.11% Eagle Bay Advisors LLC 3Y 3.99% Sankala Group LLC 3.81% SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3Y 3.45% REDMONT WEALTH ADVISORS LLC 3Y 3.02% Gallagher Capital Advisors, LLC 2.9%
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