Fulcrum Equity Management’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,050	Closed	-$493K	–	192
2021 Q3	$493K	Buy	+3,050	New	+$513K	0.19%	85
2021 Q2	–	Sell	-6,396	Closed	-$963K	–	203
2021 Q1	$963K	Buy	+6,396	New	+$1.02M	0.38%	75
2020 Q3	–	Sell	-1,948	Closed	-$266K	–	154
2020 Q2	$266K	Buy	+1,948	New	+$248K	0.13%	115
2020 Q1	–	Sell	-33,899	Closed	-$4.08M	–	68
2019 Q4	$4.08M	Buy	33,899 +33,730	+19,959%	+$3.76M	2.14%	10
2019 Q3	$17K	Buy	+169	New	+$17.7K	0.01%	125

Other funds holding IBB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fulcrum Equity Management's IBB Position: Q4 2021 in Review

Fulcrum Equity Management sold out of iShares Biotechnology ETF (IBB) in Q4 2021, closing a stake of 3,050 shares — an estimated $493K sold.

Fulcrum Equity Management first reported a position in IBB in Q3 2019 and held it in 5 quarters. The position peaked at $4.08M in Q4 2019. 963 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

Fulcrum Equity Management reported no remaining iShares Biotechnology ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 3,050 iShares Biotechnology ETF shares in Q4 2021, an estimated $493K.
Fulcrum Equity Management first reported a position in iShares Biotechnology ETF in Q3 2019 and held it in 5 quarters.
Fulcrum Equity Management's iShares Biotechnology ETF position peaked at $4.08M in Q4 2019.
963 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.