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 (DGRO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 9,549 | -15,118 | -61.3% | 0.04% | $650K | $67.33 |
| 2025 Q2 | ADDED | 24,667 | +11,077 | +81.5% | 0.07% | $1.6M | $62.89 |
| 2025 Q1 | ADDED | 13,590 | +4,544 | +50.2% | 0.07% | $840K | $60.45 |
| 2024 Q4 | UNCHANGED | 9,046 | — | 0% | 0.12% | $555K | $59.72 |
| 2024 Q3 | REDUCED | 9,046 | -5,872 | -39.4% | 0.05% | $567K | $60.67 |
| 2024 Q2 | ADDED | 14,918 | +37 | +0.2% | 0.02% | $859K | $55.40 |
| 2024 Q1 | INITIATED | 14,881 | — | — | 0.02% | $864K | — |
As of 2025 Q4 — sorted by position size