IWN — ISHARES TR

Ownership history in Simplicity Wealth,LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in ISHARES TR (IWN). 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
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,000 — 0% 0.02% $354K $175.32
2025 Q2 UNCHANGED 2,000 — 0% 0.01% $316K $155.70
2025 Q1 ADDED 2,000 +111 +5.9% 0.02% $302K $148.34
2024 Q2 REDUCED 1,889 -13 -0.7% 0.01% $288K $147.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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