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 (IGSB). 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 | 38,060 | -1,551 | -3.9% | 0.12% | $2.0M | $51.85 |
| 2025 Q2 | ADDED | 39,611 | +10,121 | +34.3% | 0.09% | $2.1M | $51.00 |
| 2025 Q1 | REDUCED | 29,490 | -1,228 | -4.0% | 0.12% | $1.5M | $50.07 |
| 2024 Q4 | ADDED | 30,718 | +10,076 | +48.8% | 0.33% | $1.6M | $49.07 |
| 2024 Q3 | REDUCED | 20,642 | -7,840 | -27.5% | 0.10% | $1.1M | $49.29 |
| 2024 Q2 | REDUCED | 28,482 | -2,365 | -7.7% | 0.03% | $1.5M | $47.47 |
| 2024 Q1 | INITIATED | 30,847 | — | — | 0.04% | $1.6M | — |
As of 2025 Q4 — sorted by position size