INMU BLACKROCK ETF TRUST II

Ownership history in SimpliFi, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in BLACKROCK ETF TRUST II (INMU). 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.

Peak position
0.49% (2024 Q2)
Avg. % of fund
0.48%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,259 -1,177 -2.6% 0.45% $1.1M $23.92
2025 Q3 ADDED 45,436 +395 +0.9% 0.47% $1.1M $23.54
2025 Q2 UNCHANGED 45,041 0% 0.47% $1.1M $22.84
2025 Q1 UNCHANGED 45,041 0% 0.49% $1.1M $22.85
2024 Q4 UNCHANGED 45,041 0% 0.49% $1.1M $22.67
2024 Q3 UNCHANGED 45,041 0% 0.48% $1.1M $22.86
2024 Q2 INITIATED 45,041 0.49% $1.1M
% of Fund (quarterly)    INMU price (monthly, adj. close)
← Back to SimpliFi, Inc. Holdings