Fulcrum Equity Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,664	Closed	-$1.19M	–	209
2021 Q2	$1.19M	Buy	10,664 +7,301	+217%	+$806K	0.44%	66
2021 Q1	$355K	Sell	3,363 -12,881	-79%	-$1.29M	0.14%	127
2020 Q4	$1.58M	Sell	16,244 -2,254	-12%	-$206K	0.63%	52
2020 Q3	$1.55M	Sell	18,498 -4,888	-21%	-$397K	0.72%	43
2020 Q2	$1.76M	Buy	+23,386	New	+$1.64M	0.83%	18
2020 Q1	–	Sell	-54,022	Closed	-$4.53M	–	72
2019 Q4	$4.53M	Sell	54,022 -1,926	-3%	-$157K	2.37%	9
2019 Q3	$4.44M	Sell	55,948 -7,192	-11%	-$566K	2.25%	5
2019 Q2	$4.9M	Sell	63,140 -141,296	-69%	-$10.9M	2.33%	9
2019 Q1	$15.5M	Buy	+204,436	New	+$14.8M	5.33%	6

Other funds holding IYJ

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return