IGSB — 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 (IGSB). 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
0.33% (2024 Q4)
Avg. % of fund
0.12%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 38,060 -1,551 -3.9% 0.12% $2.0M $51.85
2025 Q2 ADDED 39,611 +10,121 +34.3% 0.09% $2.1M $51.00
2025 Q1 REDUCED 29,490 -1,228 -4.0% 0.12% $1.5M $50.07
2024 Q4 ADDED 30,718 +10,076 +48.8% 0.33% $1.6M $49.07
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1%
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