Fulcrum Equity Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,697	Closed	-$479K	–	154
2021 Q4	$479K	Buy	+5,697	New	+$472K	0.18%	90
2021 Q1	–	Sell	-16,811	Closed	-$1.19M	–	196
2020 Q4	$1.19M	Sell	16,811 -1,793	-10%	-$119K	0.47%	56
2020 Q3	$1.16M	Sell	18,604 -6,788	-27%	-$410K	0.54%	47
2020 Q2	$1.39M	Buy	+25,392	New	+$1.31M	0.66%	35
2019 Q4	–	Sell	-69,256	Closed	-$3.76M	–	155
2019 Q3	$3.76M	Sell	69,256 -10,104	-13%	-$555K	1.91%	7
2019 Q2	$4.28M	Buy	+79,360	New	+$4.22M	2.04%	12

Other funds holding IYC

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Fulcrum Equity Management's IYC Position: Q1 2022 in Review

Fulcrum Equity Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2022, closing a stake of 5,697 shares — an estimated $479K sold.

Fulcrum Equity Management first reported a position in IYC in Q2 2019 and held it in 6 quarters. The position peaked at $4.28M in Q2 2019. 197 funds tracked by Wall St. Rank hold IYC as of Q1 2022.

Fulcrum Equity Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 5,697 iShares US Consumer Discretionary ETF shares in Q1 2022, an estimated $479K.
Fulcrum Equity Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and held it in 6 quarters.
Fulcrum Equity Management's iShares US Consumer Discretionary ETF position peaked at $4.28M in Q2 2019.
197 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.