Ownership history in SimpliFi, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES TR (CMF). 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 | ADDED | 31,693 | +5,658 | +21.7% | 0.77% | $1.8M | $57.18 |
| 2025 Q3 | ADDED | 26,035 | +199 | +0.8% | 0.64% | $1.5M | $56.21 |
| 2025 Q2 | ADDED | 25,836 | +1,168 | +4.7% | 0.63% | $1.4M | $54.51 |
| 2025 Q1 | ADDED | 24,668 | +468 | +1.9% | 0.64% | $1.4M | $54.62 |
| 2024 Q4 | REDUCED | 24,200 | -597 | -2.4% | 0.63% | $1.4M | $55.32 |
| 2024 Q3 | ADDED | 24,797 | +169 | +0.7% | 0.64% | $1.4M | $55.60 |
| 2024 Q2 | ADDED | 24,628 | +389 | +1.6% | 0.65% | $1.4M | $54.05 |
| 2024 Q1 | REDUCED | 24,239 | -2,592 | -9.7% | 0.64% | $1.4M | $54.29 |
| 2023 Q4 | UNCHANGED | 26,831 | — | 0% | 0.72% | $1.5M | $54.43 |
| 2023 Q3 | ADDED | 26,831 | +156 | +0.6% | 0.73% | $1.5M | $51.09 |
As of 2025 Q4 — sorted by position size