Simplicity Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Simplicity Solutions’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12,030	Closed	-$592K	–	752
2020 Q4	$592K	Buy	12,030 +1,200	+11%	+$56.6K	0.01%	660
2020 Q3	$492K	Buy	10,830 +110	+1%	+$4.98K	0.01%	628
2020 Q2	$462K	Buy	+10,720	New	+$452K	0.01%	651
2018 Q4	–	Sell	-4,935	Closed	-$200K	–	707
2018 Q3	$200K	Buy	+4,935	New	+$190K	0.01%	534
2017 Q4	–	Sell	-9,590	Closed	-$330K	–	370
2017 Q3	$330K	Buy	+9,590	New	+$323K	0.22%	136
2017 Q2	–	Sell	-14,630	Closed	-$456K	–	427
2017 Q1	$456K	Buy	+14,630	New	+$447K	0.07%	241
2015 Q3	–	Sell	-78,460	Closed	-$2.49M	–	138
2015 Q2	$2.49M	Sell	78,460 -13,050	-14%	-$411K	2.36%	11
2015 Q1	$2.82M	Buy	91,510 +4,610	+5%	+$139K	3.35%	7
2014 Q4	$2.5M	Buy	+86,900	New	+$2.45M	2.97%	7

Other funds holding IYH

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Solutions's IYH Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 12,030 shares — an estimated $592K sold.

Simplicity Solutions first reported a position in IYH in Q4 2014 and held it in 9 quarters. The position peaked at $2.82M in Q1 2015. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Simplicity Solutions reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 12,030 iShares US Healthcare ETF shares in Q1 2021, an estimated $592K.
Simplicity Solutions first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 9 quarters.
Simplicity Solutions's iShares US Healthcare ETF position peaked at $2.82M in Q1 2015.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

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