Ownership history in SimpliFi, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES TR (IEF). 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 | 231,873 | +11,295 | +5.1% | 9.43% | $22.3M | $95.57 |
| 2025 Q3 | ADDED | 220,578 | +199,548 | +948.9% | 9.10% | $21.3M | $94.69 |
| 2025 Q2 | REDUCED | 21,030 | -170 | -0.8% | 0.89% | $2.0M | $93.10 |
| 2025 Q1 | ADDED | 21,200 | +1,429 | +7.2% | 0.93% | $2.0M | $91.82 |
| 2024 Q4 | REDUCED | 19,771 | -101 | -0.5% | 0.84% | $1.8M | $88.46 |
| 2024 Q3 | ADDED | 19,872 | +1,814 | +10.0% | 0.86% | $1.9M | $92.74 |
| 2024 Q2 | ADDED | 18,058 | +2,138 | +13.4% | 0.78% | $1.7M | $87.72 |
| 2024 Q1 | ADDED | 15,920 | +3,309 | +26.2% | 0.69% | $1.5M | $87.88 |
| 2023 Q4 | ADDED | 12,611 | +464 | +3.8% | 0.57% | $1.2M | $89.03 |
| 2023 Q3 | ADDED | 12,147 | +1,489 | +14.0% | 0.55% | $1.1M | $83.67 |
As of 2025 Q4 — sorted by position size