IBTF — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (IBTF). 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
0.17% (2023 Q2)
Avg. % of fund
0.07%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 25,980 +17,405 +203.0% 0.04% $607K $23.13
2025 Q2 REDUCED 8,575 -6,296 -42.3% 0.01% $200K $22.88
2024 Q3 REDUCED 14,871 -4,261 -22.3% 0.03% $348K $22.22
2024 Q2 ADDED 19,132 +1,492 +8.5% 0.01% $444K $21.79
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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