Fulcrum Equity Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,194	Closed	-$1.18M	–	104
2024 Q4	$1.18M	Buy	+8,194	New	+$1.18M	1.17%	29
2022 Q2	–	Sell	-33,482	Closed	-$3.34M	–	84
2022 Q1	$3.34M	Sell	33,482 -2,681	-7%	-$268K	1.98%	14
2021 Q4	$3.99M	Buy	+36,163	New	+$3.99M	1.49%	23