Simplicity Solutions’s iShares US Basic Materials ETF IYM Stock Holding History

Simplicity Solutions’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-14,698	Closed	-$1.67M	–	753
2020 Q4	$1.67M	Buy	+14,698	New	+$1.57M	0.02%	429
2018 Q1	–	Sell	-3,268	Closed	-$334K	–	392
2017 Q4	$334K	Buy	+3,268	New	+$324K	0.03%	279
2017 Q2	–	Sell	-5,120	Closed	-$456K	–	428
2017 Q1	$456K	Sell	5,120 -152	-3%	-$13.3K	0.07%	242
2016 Q4	$438K	Buy	+5,272	New	+$427K	0.1%	204

Other funds holding IYM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Simplicity Solutions's IYM Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares US Basic Materials ETF (IYM) in Q1 2021, closing a stake of 14,698 shares — an estimated $1.67M sold.

Simplicity Solutions first reported a position in IYM in Q4 2016 and held it in 4 quarters. The position peaked at $1.67M in Q4 2020. 152 funds tracked by Wall St. Rank hold IYM as of Q1 2021.

Simplicity Solutions reported no remaining iShares US Basic Materials ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 14,698 iShares US Basic Materials ETF shares in Q1 2021, an estimated $1.67M.
Simplicity Solutions first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 4 quarters.
Simplicity Solutions's iShares US Basic Materials ETF position peaked at $1.67M in Q4 2020.
152 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2021.

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