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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Fulcrum Equity Management's IYF Position: Q1 2025 in Review

Fulcrum Equity Management sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 11,341 shares — an estimated $1.25M sold.

Fulcrum Equity Management first reported a position in IYF in Q3 2019 and held it in 8 quarters. The position peaked at $3.75M in Q3 2019. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Fulcrum Equity Management reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 11,341 iShares US Financials ETF shares in Q1 2025, an estimated $1.25M.
Fulcrum Equity Management first reported a position in iShares US Financials ETF in Q3 2019 and held it in 8 quarters.
Fulcrum Equity Management's iShares US Financials ETF position peaked at $3.75M in Q3 2019.
424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.