Fulcrum Equity Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,855	Closed	-$466K	–	150
2021 Q4	$466K	Buy	+5,855	New	+$489K	0.17%	92
2021 Q1	–	Sell	-6,180	Closed	-$438K	–	190
2020 Q4	$438K	Buy	6,180 +755	+14%	+$50K	0.17%	91
2020 Q3	$338K	Buy	5,425 +1,100	+25%	+$66.1K	0.16%	97
2020 Q2	$246K	Buy	+4,325	New	+$217K	0.12%	124

Other funds holding IGV

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Fulcrum Equity Management's IGV Position: Q1 2022 in Review

Fulcrum Equity Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2022, closing a stake of 5,855 shares — an estimated $466K sold.

Fulcrum Equity Management first reported a position in IGV in Q2 2020 and held it in 4 quarters. The position peaked at $466K in Q4 2021. 397 funds tracked by Wall St. Rank hold IGV as of Q1 2022.

Fulcrum Equity Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 5,855 iShares Expanded Tech-Software Sector ETF shares in Q1 2022, an estimated $466K.
Fulcrum Equity Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 4 quarters.
Fulcrum Equity Management's iShares Expanded Tech-Software Sector ETF position peaked at $466K in Q4 2021.
397 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.