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

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