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Simplicity Solutions’s iShares US Financials ETF IYF Stock Holding History

Simplicity Solutions’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,742
Closed -$327K – 822
2019
Q4 		$327K Buy
4,742
+768
+19% +$51K 0.01% 648
2019
Q3 		$256K Sell
3,974
-58,152
-94% -$3.69M 0.01% 604
2019
Q2 		$3.9M Buy
62,126
+57,668
+1,294% +$3.55M 0.17% 96
2019
Q1 		$263K Buy
+4,458
New +$259K 0.02% 580
2018
Q4 		– Sell
-3,486
Closed -$212K – 706
2018
Q3 		$212K Sell
3,486
-430
-11% -$26.3K 0.01% 511
2018
Q2 		$229K Sell
3,916
-5,754
-60% -$342K 0.02% 441
2018
Q1 		$570K Buy
9,670
+3,888
+67% +$236K 0.05% 189
2017
Q4 		$345K Buy
+5,782
New +$336K 0.03% 273
2017
Q3 		– Sell
-7,444
Closed -$400K – 293
2017
Q2 		$400K Sell
7,444
-7,582
-50% -$396K 0.05% 267
2017
Q1 		$782K Buy
15,026
+5,222
+53% +$272K 0.12% 180
2016
Q4 		$497K Sell
9,804
-600
-6% -$28.6K 0.11% 187
2016
Q3 		$468K Buy
10,404
+148
+1% +$6.63K 0.23% 112
2016
Q2 		$441K Buy
+10,256
New +$443K 0.24% 122
2015
Q3 		– Sell
-52,594
Closed -$2.36M – 137
2015
Q2 		$2.36M Buy
+52,594
New +$2.38M 2.24% 13

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Simplicity Solutions's IYF Position: Q1 2020 in Review

Simplicity Solutions sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 4,742 shares — an estimated $327K sold.

Simplicity Solutions first reported a position in IYF in Q2 2015 and held it in 14 quarters. The position peaked at $3.9M in Q2 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Simplicity Solutions reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 4,742 iShares US Financials ETF shares in Q1 2020, an estimated $327K.
  • Simplicity Solutions first reported a position in iShares US Financials ETF in Q2 2015 and held it in 14 quarters.
  • Simplicity Solutions's iShares US Financials ETF position peaked at $3.9M in Q2 2019.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.