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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fulcrum Equity Management's IYK Position: Q1 2023 in Review

Fulcrum Equity Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 41,337 shares — an estimated $2.79M sold.

Fulcrum Equity Management first reported a position in IYK in Q3 2019 and held it in 7 quarters. The position peaked at $3.74M in Q3 2019. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

Fulcrum Equity Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Fulcrum Equity Management sold 41,337 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $2.79M.
Fulcrum Equity Management first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 7 quarters.
Fulcrum Equity Management's iShares US Consumer Staples ETF position peaked at $3.74M in Q3 2019.
242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Fulcrum Equity Management's 13F filing for Q1 2023, filed 6 Apr 2023.