Fulcrum Equity Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,546	Closed	-$603K	–	203
2021 Q2	$603K	Buy	4,546 +461	+11%	+$60K	0.23%	96
2021 Q1	$524K	Buy	+4,085	New	+$519K	0.21%	98
2019 Q2	–	Sell	-3,040	Closed	-$271K	–	100
2019 Q1	$271K	Buy	3,040 +2	+0.1%	+$177	0.09%	86
2018 Q4	$245K	Buy	+3,038	New	+$271K	0.09%	69

Other funds holding IJT

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Fulcrum Equity Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 4,546 shares — an estimated $603K sold.

Fulcrum Equity Management first reported a position in IJT in Q4 2018 and held it in 4 quarters. The position peaked at $603K in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Fulcrum Equity Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
Fulcrum Equity Management sold 4,546 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $603K.
Fulcrum Equity Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 4 quarters.
Fulcrum Equity Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $603K in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

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