Ownership history in SimpliFi, Inc. · 1 quarter on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ISHARES TR (QUAL). 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 | INITIATED | 17,764 | — | — | 1.49% | $3.5M | $198.20 |
As of 2025 Q4 — sorted by position size