SMMD — 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 (SMMD). 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
1.68% (2024 Q4)
Avg. % of fund
0.62%
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 169,570 -1,518 -0.9% 0.72% $12.5M $73.28
2025 Q2 ADDED 171,088 +30,733 +21.9% 0.48% $11.6M $67.14
2025 Q1 ADDED 140,355 +21,680 +18.3% 0.68% $8.8M $61.74
2024 Q4 ADDED 118,675 +3,884 +3.4% 1.68% $8.1M $66.93
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMMD price (monthly, adj. close)

Other funds also holding SMMD

As of 2025 Q4 — sorted by position size

Diesslin Group, Inc. 9.03% Heritage Family Offices, LLP 7.66% Kendall Capital Management 3Y 7Y 5.53% Rossby Financial, LCC 2.54% CMH Wealth Management LLC 3Y 7Y 2.03% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 1.68% Andina Capital Management, LLC 1.65% GLENMEDE TRUST CO NA 3Y 7Y 1.4% Gerber Kawasaki Wealth & Investment Management 3Y 7Y 1.23% CATALYST FINANCIAL PARTNERS LLC 3Y 1.07%
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