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Fulcrum Equity Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Fulcrum Equity Management’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,962
Closed -$464K – 189
2020
Q4 		$464K Buy
7,962
+414
+5% +$22.7K 0.19% 90
2020
Q3 		$389K Buy
+7,548
New +$381K 0.18% 84

Other funds holding IGM

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's IGM Position: Q1 2021 in Review

Fulcrum Equity Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2021, closing a stake of 7,962 shares — an estimated $464K sold.

Fulcrum Equity Management first reported a position in IGM in Q3 2020 and held it in 2 quarters. The position peaked at $464K in Q4 2020. 241 funds tracked by Wall St. Rank hold IGM as of Q1 2021.

  • Fulcrum Equity Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,962 iShares Expanded Tech Sector ETF shares in Q1 2021, an estimated $464K.
  • Fulcrum Equity Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares Expanded Tech Sector ETF position peaked at $464K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2021.

Based on Fulcrum Equity Management's 13F filing for Q1 2021, filed 5 Apr 2021.