IWY — 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 (IWY). 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
10.51% (2023 Q2)
Avg. % of fund
3.84%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,580 +4,696 +8.6% 0.98% $16.5M $276.73
2025 Q3 REDUCED 54,884 -58,363 -51.5% 0.87% $15.0M $273.17
2025 Q2 ADDED 113,247 +55,913 +97.5% 1.16% $27.9M $245.84
2025 Q1 ADDED 57,334 +55,178 +2559.3% 0.94% $12.1M $210.15
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWY price (monthly, adj. close)

Other funds also holding IWY

As of 2025 Q4 — sorted by position size

First Citizens Asset Management, Inc. 3Y 28.47% Kingdom Financial Group LLC. 13.23% HOWARD BAILEY SECURITIES, LLC 11.98% SOA Wealth Advisors, LLC. 3Y 11.7% BUSH INVESTMENT GROUP, LLC 11.48% Intelligence Driven Advisers, LLC 3Y 9.84% Richard P Slaughter Associates Inc 3Y 9.02% Portfolio Strategies, Inc. 3Y 7Y 8.12% Family Capital Management, Inc. 3Y 7.99% Forum Private Client Group LLC 3Y 7.88%
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