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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 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 IYJ Position: Q3 2021 in Review

Fulcrum Equity Management sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 10,664 shares — an estimated $1.19M sold.

Fulcrum Equity Management first reported a position in IYJ in Q1 2019 and held it in 9 quarters. The position peaked at $15.5M in Q1 2019. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

Fulcrum Equity Management reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
Fulcrum Equity Management sold 10,664 iShares US Industrials ETF shares in Q3 2021, an estimated $1.19M.
Fulcrum Equity Management first reported a position in iShares US Industrials ETF in Q1 2019 and held it in 9 quarters.
Fulcrum Equity Management's iShares US Industrials ETF position peaked at $15.5M in Q1 2019.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Fulcrum Equity Management's 13F filing for Q3 2021, filed 25 Jan 2022.