IBDX — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (IBDX). 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
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 9,225 — — 0.01% $236K $25.03
% of Fund (quarterly)    IBDX price (monthly, adj. close)

Other funds also holding IBDX

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.51% PFG Private Wealth Management, LLC 3Y 5.55% COWA, LLC 3Y 4.31% Marathon Mission, Inc. 3.04% Seneca House Advisors 3Y 7Y 2.79% 4Thought Financial Group Inc. 3Y 2.6% Paradigm, Strategies in Wealth Management, LLC 3Y 2.15% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.04% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.88% Guidance Point Advisors, LLC 3Y 7Y 1.8%
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