Simplicity Solutions’s iShares US Industrials ETF IYJ Stock Holding History

Simplicity Solutions’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50,150	Closed	-$3.97M	–	746
2019 Q2	$3.97M	Buy	+50,150	New	+$3.88M	0.17%	93
2018 Q2	–	Sell	-3,392	Closed	-$246K	–	503
2018 Q1	$246K	Sell	3,392 -400	-11%	-$30.1K	0.02%	310
2017 Q4	$279K	Buy	+3,792	New	+$271K	0.03%	305
2017 Q1	–	Sell	-7,634	Closed	-$460K	–	404
2016 Q4	$460K	Sell	7,634 -532	-7%	-$31.1K	0.11%	200
2016 Q3	$467K	Sell	8,166 -614	-7%	-$34.9K	0.23%	113
2016 Q2	$483K	Buy	+8,780	New	+$477K	0.26%	112
2015 Q2	–	Sell	-50,058	Closed	-$2.7M	–	140
2015 Q1	$2.7M	Buy	+50,058	New	+$2.68M	3.2%	9

Other funds holding IYJ

Bank of America

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return