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

Fulcrum Equity Management’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,194	Closed	-$1.18M	–	104
2024 Q4	$1.18M	Buy	+8,194	New	+$1.17M	1.17%	29
2022 Q2	–	Sell	-33,482	Closed	-$3.34M	–	84
2022 Q1	$3.34M	Sell	33,482 -2,681	-7%	-$283K	1.98%	14
2021 Q4	$3.98M	Buy	+36,163	New	+$4.01M	1.49%	23

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Equity Management's IAI Position: Q1 2025 in Review

Fulcrum Equity Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2025, closing a stake of 8,194 shares — an estimated $1.18M sold.

Fulcrum Equity Management first reported a position in IAI in Q4 2021 and held it in 3 quarters. The position peaked at $3.98M in Q4 2021. 178 funds tracked by Wall St. Rank hold IAI as of Q1 2025.

Fulcrum Equity Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 8,194 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2025, an estimated $1.18M.
Fulcrum Equity Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 3 quarters.
Fulcrum Equity Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.98M in Q4 2021.
178 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.