Simplex Trading
IYG icon

Simplex Trading’s iShares US Financial Services ETF IYG Stock Holding History

Simplex Trading’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-44
Closed -$4.06K – 9603
2025
Q4 		$4.06K Sell
44
-156
-78% -$13.9K ﹤0.01% 7538
2025
Q3 		$17K Buy
+200
New +$17.6K ﹤0.01% 7465
2025
Q2 		– Sell
-99
Closed -$7K – 9186
2025
Q1 		$7K Buy
+99
New +$7.97K ﹤0.01% 7328
2024
Q2 		– Sell
-15
Closed – – 9294
2024
Q1 		$0 Sell
15
-720
-98% -$44.7K ﹤0.01% 9332
2023
Q4 		$43K Buy
+735
New +$39.6K ﹤0.01% 6225
2022
Q4 		– Sell
-5,571
Closed -$262K – 9774
2022
Q3 		$262K Buy
5,571
+1,479
+36% +$77.6K ﹤0.01% 4260
2022
Q2 		$202K Buy
+4,092
New +$222K ﹤0.01% 4585
2021
Q4 		– Sell
-114
Closed -$7K – 10920
2021
Q3 		$7K Hold
114
– – ﹤0.01% 9111
2021
Q2 		$7K Buy
+114
New +$6.96K ﹤0.01% 9281
2020
Q4 		– Sell
-300
Closed -$12K – 8694
2020
Q3 		$12K Buy
+300
New +$12.4K ﹤0.01% 6700
2019
Q1 		– Sell
-297
Closed -$11K – 7453
2018
Q4 		$11K Sell
297
-543
-65% -$22.4K ﹤0.01% 5781
2018
Q3 		$37K Hold
840
– – ﹤0.01% 5449
2018
Q2 		$36K Buy
+840
New +$37.2K ﹤0.01% 5390
2017
Q2 		– Sell
-768
Closed -$27K – 6436
2017
Q1 		$27K Buy
768
+18
+2% +$660 ﹤0.01% 2945
2016
Q4 		$26K Buy
+750
New +$24.5K ﹤0.01% 2795
2016
Q3 		– Sell
-87
Closed -$2K – 6118
2016
Q2 		$2K Buy
+87
New +$2.43K ﹤0.01% 4940

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplex Trading's IYG Position: Q1 2026 in Review

Simplex Trading sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 44 shares — an estimated $4.06K sold.

Simplex Trading first reported a position in IYG in Q2 2016 and held it in 16 quarters. The position peaked at $262K in Q3 2022. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Simplex Trading reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 44 iShares US Financial Services ETF shares in Q1 2026, an estimated $4.06K.
  • Simplex Trading first reported a position in iShares US Financial Services ETF in Q2 2016 and held it in 16 quarters.
  • Simplex Trading's iShares US Financial Services ETF position peaked at $262K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.