Fulcrum Equity Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,245	Closed	-$248K	–	115
2025 Q1	$248K	Buy	1,245 +178	+17%	+$38.6K	0.27%	78
2024 Q4	$236K	Buy	+1,067	New	+$243K	0.23%	95
2024 Q2	–	Sell	-2,985	Closed	-$628K	–	138
2024 Q1	$628K	Sell	2,985 -254	-8%	-$50.7K	0.74%	45
2023 Q4	$650K	Sell	3,239 -1,253	-28%	-$224K	0.8%	27
2023 Q3	$794K	Buy	+4,492	New	+$843K	0.93%	31
2022 Q1	–	Sell	-1,892	Closed	-$421K	–	152
2021 Q4	$421K	Sell	1,892 -12,453	-87%	-$2.81M	0.16%	99
2021 Q3	$3.14M	Buy	14,345 +11,620	+426%	+$2.58M	1.22%	15
2021 Q2	$625K	Buy	2,725 +346	+15%	+$77.8K	0.23%	93
2021 Q1	$526K	Buy	+2,379	New	+$519K	0.21%	97
2020 Q4	–	Sell	-13,969	Closed	-$2.09M	–	164
2020 Q3	$2.09M	Buy	13,969 +3,374	+32%	+$508K	0.97%	32
2020 Q2	$1.52M	Buy	+10,595	New	+$1.39M	0.72%	27
2019 Q2	–	Sell	-1,912	Closed	-$293K	–	104
2019 Q1	$293K	Buy	1,912 +12	+0.6%	+$1.8K	0.1%	75
2018 Q4	$254K	Buy	+1,900	New	+$283K	0.09%	63

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Fulcrum Equity Management's IWM Position: Q2 2025 in Review

Fulcrum Equity Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,245 shares — an estimated $248K sold.

Fulcrum Equity Management first reported a position in IWM in Q4 2018 and held it in 13 quarters. The position peaked at $3.14M in Q3 2021. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Fulcrum Equity Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Fulcrum Equity Management sold 1,245 iShares Russell 2000 ETF shares in Q2 2025, an estimated $248K.
Fulcrum Equity Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 13 quarters.
Fulcrum Equity Management's iShares Russell 2000 ETF position peaked at $3.14M in Q3 2021.
2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.