Fulcrum Equity Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,882	Closed	-$719K	–	201
2021 Q2	$719K	Buy	8,882 +3	+0%	+$241	0.27%	86
2021 Q1	$696K	Sell	8,879 -229	-3%	-$17.6K	0.28%	86
2020 Q4	$658K	Buy	+9,108	New	+$607K	0.26%	77
2019 Q2	–	Sell	-4,948	Closed	-$271K	–	99
2019 Q1	$271K	Buy	4,948 +4	+0.1%	+$211	0.09%	85
2018 Q4	$236K	Buy	+4,944	New	+$259K	0.09%	70

Other funds holding IJK

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Fulcrum Equity Management's IJK Position: Q3 2021 in Review

Fulcrum Equity Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2021, closing a stake of 8,882 shares — an estimated $719K sold.

Fulcrum Equity Management first reported a position in IJK in Q4 2018 and held it in 5 quarters. The position peaked at $719K in Q2 2021. 647 funds tracked by Wall St. Rank hold IJK as of Q3 2021.

Fulcrum Equity Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
Fulcrum Equity Management sold 8,882 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $719K.
Fulcrum Equity Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 5 quarters.
Fulcrum Equity Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $719K in Q2 2021.
647 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.