Fulcrum Equity Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,180	Closed	-$507K	–	195
2021 Q3	$507K	Sell	9,180 -8,755	-49%	-$501K	0.2%	84
2021 Q2	$979K	Sell	17,935 -205	-1%	-$10.8K	0.37%	72
2021 Q1	$916K	Sell	18,140 -3,665	-17%	-$184K	0.36%	76
2020 Q4	$1.07M	Buy	+21,805	New	+$1.03M	0.43%	61
2020 Q1	–	Sell	-92,545	Closed	-$3.99M	–	71
2019 Q4	$3.99M	Buy	+92,545	New	+$3.74M	2.09%	11
2019 Q3	–	Sell	-111,445	Closed	-$4.31M	–	239
2019 Q2	$4.31M	Buy	+111,445	New	+$4.22M	2.05%	10

Other funds holding IYH

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJFSA

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

Fulcrum Equity Management's IYH Position: Q4 2021 in Review

Fulcrum Equity Management sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 9,180 shares — an estimated $507K sold.

Fulcrum Equity Management first reported a position in IYH in Q2 2019 and held it in 6 quarters. The position peaked at $4.31M in Q2 2019. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Fulcrum Equity Management reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 9,180 iShares US Healthcare ETF shares in Q4 2021, an estimated $507K.
Fulcrum Equity Management first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 6 quarters.
Fulcrum Equity Management's iShares US Healthcare ETF position peaked at $4.31M in Q2 2019.
427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.