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 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

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

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

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

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

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

RJA

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Simplicity Solutions's IYJ Position: Q3 2019 in Review

Simplicity Solutions sold out of iShares US Industrials ETF (IYJ) in Q3 2019, closing a stake of 50,150 shares — an estimated $3.97M sold.

Simplicity Solutions first reported a position in IYJ in Q1 2015 and held it in 7 quarters. The position peaked at $3.97M in Q2 2019. 159 funds tracked by Wall St. Rank hold IYJ as of Q3 2019.

Simplicity Solutions reported no remaining iShares US Industrials ETF position as of Q3 2019 after selling out during the quarter.
Simplicity Solutions sold 50,150 iShares US Industrials ETF shares in Q3 2019, an estimated $3.97M.
Simplicity Solutions first reported a position in iShares US Industrials ETF in Q1 2015 and held it in 7 quarters.
Simplicity Solutions's iShares US Industrials ETF position peaked at $3.97M in Q2 2019.
159 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2019.

Based on Simplicity Solutions's 13F filing for Q3 2019, filed 7 Nov 2019.