Fulcrum Equity Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,341
| Closed | -$1.25M | – | 107 |
|
|
2024
Q4 | $1.25M | Buy |
+11,341
| New | +$1.25M | 1.24% | 22 |
|
|
2022
Q1 | – | Sell |
-5,956
| Closed | -$516K | – | 156 |
|
|
2021
Q4 | $516K | Sell |
5,956
-784
| -12% | -$67.9K | 0.19% | 86 |
|
|
2021
Q3 | $556K | Sell |
6,740
-6,023
| -47% | -$497K | 0.22% | 79 |
|
|
2021
Q2 | $1.03M | Sell |
12,763
-211
| -2% | -$17.1K | 0.39% | 70 |
|
|
2021
Q1 | $971K | Sell |
12,974
-3,629
| -22% | -$272K | 0.38% | 74 |
|
|
2020
Q4 | $1.11M | Buy |
+16,603
| New | +$1.11M | 0.44% | 59 |
|
|
2020
Q3 | – | Sell |
-24,004
| Closed | -$1.32M | – | 161 |
|
|
2020
Q2 | $1.32M | Buy |
+24,004
| New | +$1.32M | 0.63% | 39 |
|
|
2019
Q4 | – | Sell |
-58,340
| Closed | -$3.76M | – | 156 |
|
|
2019
Q3 | $3.76M | Buy |
+58,340
| New | +$3.76M | 1.9% | 8 |
|