Simplicity Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-4,884	Closed	-$244K	–	751
2020 Q4	$244K	Sell	4,884 -19,314	-80%	-$871K	﹤0.01%	846
2020 Q3	$984K	Sell	24,198 -35,256	-59%	-$1.45M	0.02%	484
2020 Q2	$2.37M	Buy	+59,454	New	+$2.28M	0.05%	278

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simplicity Solutions's IYG Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Financial Services ETF (IYG) in Q1 2021, closing a stake of 4,884 shares — an estimated $244K sold.

Simplicity Solutions first reported a position in IYG in Q2 2020 and held it in 3 quarters. The position peaked at $2.37M in Q2 2020. 213 funds tracked by Wall St. Rank hold IYG as of Q1 2021.

Simplicity Solutions reported no remaining iShares US Financial Services ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,884 iShares US Financial Services ETF shares in Q1 2021, an estimated $244K.
Simplicity Solutions first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 3 quarters.
Simplicity Solutions's iShares US Financial Services ETF position peaked at $2.37M in Q2 2020.
213 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2021.

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