Ownership history in SimpliFi, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES TR (IWM). 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 | 31,476 | -40,594 | -56.3% | 3.28% | $7.7M | $245.72 |
| 2025 Q3 | REDUCED | 72,070 | -1,579 | -2.1% | 7.46% | $17.4M | $240.72 |
| 2025 Q2 | ADDED | 73,649 | +603 | +0.8% | 7.00% | $15.9M | $214.08 |
| 2025 Q1 | ADDED | 73,046 | +169 | +0.2% | 6.69% | $14.6M | $197.36 |
As of 2025 Q4 — sorted by position size