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Simplicity Wealth’s i3 Verticals IIIV Stock Holding History

Simplicity Wealth’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Buy
14,998
+157
+1% +$3.65K 0.02% 555
2025
Q4 		$374K Sell
14,841
-286
-2% -$8.05K 0.02% 503
2025
Q3 		$491K Buy
+15,127
New +$456K 0.03% 448

Other funds holding IIIV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Simplicity Wealth's IIIV Position: Q1 2026 in Review

Simplicity Wealth increased its i3 Verticals (IIIV) stake by 1.1% in Q1 2026, buying an estimated $3.65K and bringing the position to 14,998 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #555.

Simplicity Wealth first reported a position in IIIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q3 2025. 145 funds tracked by Wall St. Rank hold IIIV as of Q1 2026.

  • Simplicity Wealth held 14,998 shares of i3 Verticals worth $335K as of Q1 2026.
  • Simplicity Wealth bought 157 i3 Verticals shares in Q1 2026, an estimated $3.65K.
  • i3 Verticals made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #555 holding.
  • Simplicity Wealth first reported a position in i3 Verticals in Q3 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's i3 Verticals position peaked at $491K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.