Ownership history in SimpliFi, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES TR (AOR). 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 Q4 | REDUCED | 18,847 | -32 | -0.2% | 0.52% | $1.2M | $65.01 |
| 2025 Q3 | REDUCED | 18,879 | -737 | -3.8% | 0.52% | $1.2M | $63.46 |
| 2025 Q2 | ADDED | 19,616 | +233 | +1.2% | 0.53% | $1.2M | $60.23 |
| 2025 Q1 | ADDED | 19,383 | +105 | +0.5% | 0.51% | $1.1M | $56.07 |
| 2024 Q4 | REDUCED | 19,278 | -768 | -3.8% | 0.51% | $1.1M | $55.83 |
| 2024 Q3 | REDUCED | 20,046 | -520 | -2.5% | 0.53% | $1.2M | $56.83 |
| 2024 Q2 | REDUCED | 20,566 | -446 | -2.1% | 0.53% | $1.2M | $53.62 |
| 2024 Q1 | REDUCED | 21,012 | -721 | -3.3% | 0.53% | $1.2M | $52.79 |
| 2023 Q4 | UNCHANGED | 21,733 | — | 0% | 0.53% | $1.1M | $50.44 |
| 2023 Q3 | ADDED | 21,733 | +292 | +1.4% | 0.53% | $1.1M | $46.19 |
As of 2025 Q4 — sorted by position size