Fulcrum Equity Management’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-45,816	Closed	-$2.5M	–	191
2020 Q4	$2.5M	Sell	45,816 -720	-2%	-$37.6K	1%	28
2020 Q3	$2.32M	Buy	46,536 +41,712	+865%	+$2.02M	1.08%	27
2020 Q2	$213K	Buy	+4,824	New	+$206K	0.1%	135

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Fulcrum Equity Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 45,816 shares — an estimated $2.5M sold.

Fulcrum Equity Management first reported a position in IHI in Q2 2020 and held it in 3 quarters. The position peaked at $2.5M in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

Fulcrum Equity Management reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
Fulcrum Equity Management sold 45,816 iShares US Medical Devices ETF shares in Q1 2021, an estimated $2.5M.
Fulcrum Equity Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 3 quarters.
Fulcrum Equity Management's iShares US Medical Devices ETF position peaked at $2.5M in Q4 2020.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

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