IUSB — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (IUSB). 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
3.8% (2023 Q3)
Avg. % of fund
1.55%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 255,317 -86,324 -25.3% 0.71% $11.9M $46.22
2025 Q3 REDUCED 341,641 -290,436 -45.9% 0.92% $16.0M $45.75
2025 Q2 ADDED 632,077 +266,321 +72.8% 1.22% $29.2M $44.80
2025 Q1 ADDED 365,756 +218,407 +148.2% 1.31% $16.9M $44.18
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
← Back to Simplicity Wealth,LLC Holdings