Simplicity Solutions’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Simplicity Solutions’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,933	Closed	-$630K	–	750
2020 Q4	$630K	Buy	8,933 +3,641	+69%	+$242K	0.01%	645
2020 Q3	$331K	Sell	5,292 -368	-7%	-$22.2K	0.01%	704
2020 Q2	$310K	Buy	+5,660	New	+$293K	0.01%	726
2020 Q1	–	Sell	-5,608	Closed	-$320K	–	821
2019 Q4	$320K	Buy	+5,608	New	+$311K	0.01%	658
2019 Q3	–	Sell	-71,604	Closed	-$3.9M	–	745
2019 Q2	$3.9M	Buy	+71,604	New	+$3.81M	0.17%	97
2019 Q1	–	Sell	-5,052	Closed	-$228K	–	783
2018 Q4	$228K	Buy	5,052 +1,156	+30%	+$56.2K	0.03%	529
2018 Q3	$206K	Buy	+3,896	New	+$199K	0.01%	524
2018 Q2	–	Sell	-5,416	Closed	-$247K	–	502
2018 Q1	$247K	Sell	5,416 -532	-9%	-$25K	0.02%	309
2017 Q4	$267K	Buy	+5,948	New	+$253K	0.03%	310
2017 Q3	–	Sell	-8,324	Closed	-$342K	–	292
2017 Q2	$342K	Buy	+8,324	New	+$343K	0.04%	290
2017 Q1	–	Sell	-11,240	Closed	-$424K	–	403
2016 Q4	$424K	Buy	+11,240	New	+$418K	0.1%	213
2015 Q3	–	Sell	-66,944	Closed	-$2.4M	–	136
2015 Q2	$2.4M	Sell	66,944 -10,468	-14%	-$378K	2.27%	12
2015 Q1	$2.79M	Buy	77,412 +4,788	+7%	+$169K	3.31%	8
2014 Q4	$2.5M	Buy	+72,624	New	+$2.35M	2.97%	8

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's IYC Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 8,933 shares — an estimated $630K sold.

Simplicity Solutions first reported a position in IYC in Q4 2014 and held it in 14 quarters. The position peaked at $3.9M in Q2 2019. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

Simplicity Solutions reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 8,933 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $630K.
Simplicity Solutions first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 14 quarters.
Simplicity Solutions's iShares US Consumer Discretionary ETF position peaked at $3.9M in Q2 2019.
206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.