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Fulcrum Equity Management’s iShares US Financials ETF IYF Stock Holding History

Fulcrum Equity Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,341
Closed -$1.25M – 107
2024
Q4 		$1.25M Buy
+11,341
New +$1.26M 1.24% 22
2022
Q1 		– Sell
-5,956
Closed -$516K – 156
2021
Q4 		$516K Sell
5,956
-784
-12% -$68.3K 0.19% 86
2021
Q3 		$556K Sell
6,740
-6,023
-47% -$500K 0.22% 79
2021
Q2 		$1.03M Sell
12,763
-211
-2% -$17K 0.39% 70
2021
Q1 		$971K Sell
12,974
-3,629
-22% -$258K 0.38% 74
2020
Q4 		$1.11M Buy
+16,603
New +$1.02M 0.44% 59
2020
Q3 		– Sell
-24,004
Closed -$1.32M – 161
2020
Q2 		$1.32M Buy
+24,004
New +$1.28M 0.63% 39
2019
Q4 		– Sell
-58,340
Closed -$3.75M – 156
2019
Q3 		$3.75M Buy
+58,340
New +$3.71M 1.9% 8

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return