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 (AOA). 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 | 6,812 | +300 | +4.6% | 0.26% | $610K | $89.56 |
| 2025 Q3 | REDUCED | 6,512 | -522 | -7.4% | 0.25% | $574K | $87.06 |
| 2025 Q2 | REDUCED | 7,034 | -135 | -1.9% | 0.26% | $587K | $81.76 |
| 2025 Q1 | REDUCED | 7,169 | -56 | -0.8% | 0.25% | $548K | $74.78 |
| 2024 Q4 | ADDED | 7,225 | +150 | +2.1% | 0.25% | $554K | $74.89 |
| 2024 Q3 | REDUCED | 7,075 | -899 | -11.3% | 0.25% | $558K | $76.14 |
| 2024 Q2 | REDUCED | 7,974 | -1,050 | -11.6% | 0.28% | $596K | $71.63 |
| 2024 Q1 | ADDED | 9,024 | +547 | +6.5% | 0.30% | $663K | $70.16 |
| 2023 Q4 | UNCHANGED | 8,477 | — | 0% | 0.27% | $538K | $65.95 |
| 2023 Q3 | REDUCED | 8,477 | -208 | -2.4% | 0.27% | $538K | $59.88 |
As of 2025 Q4 — sorted by position size