Fulcrum Equity Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,982	Closed	-$347K	–	112
2023 Q4	$347K	Sell	1,982 -3,517	-64%	-$577K	0.43%	61
2023 Q3	$846K	Buy	+5,499	New	+$877K	0.99%	28
2022 Q1	–	Sell	-23,049	Closed	-$4M	–	153
2021 Q4	$4M	Buy	+23,049	New	+$3.84M	1.49%	22
2021 Q1	–	Sell	-41,756	Closed	-$5.55M	–	195
2020 Q4	$5.55M	Sell	41,756 -12,022	-22%	-$1.52M	2.22%	9
2020 Q3	$6.53M	Buy	+53,778	New	+$6.33M	3.03%	6

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fulcrum Equity Management's IWY Position: Q1 2024 in Review

Fulcrum Equity Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 1,982 shares — an estimated $347K sold.

Fulcrum Equity Management first reported a position in IWY in Q3 2020 and held it in 5 quarters. The position peaked at $6.53M in Q3 2020. 455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

Fulcrum Equity Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
Fulcrum Equity Management sold 1,982 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $347K.
Fulcrum Equity Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 5 quarters.
Fulcrum Equity Management's iShares Russell Top 200 Growth ETF position peaked at $6.53M in Q3 2020.
455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Fulcrum Equity Management's 13F filing for Q1 2024, filed 24 Apr 2024.