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IYK icon

Fulcrum Equity Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Fulcrum Equity Management’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-41,337
Closed -$2.79M – 96
2022
Q4 		$2.79M Sell
41,337
-4,077
-9% -$268K 2.29% 11
2022
Q3 		$2.72M Sell
45,414
-651
-1% -$42.8K 2.3% 11
2022
Q2 		$2.99M Buy
46,065
+5,196
+13% +$349K 2.41% 7
2022
Q1 		$2.73M Buy
+40,869
New +$2.72M 1.62% 19
2021
Q3 		– Sell
-15,459
Closed -$948K – 210
2021
Q2 		$948K Buy
+15,459
New +$930K 0.35% 77
2020
Q4 		– Sell
-58,926
Closed -$2.93M – 165
2020
Q3 		$2.93M Buy
+58,926
New +$2.81M 1.36% 13
2019
Q4 		– Sell
-88,641
Closed -$3.74M – 157
2019
Q3 		$3.74M Buy
+88,641
New +$3.66M 1.89% 9

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return