Fulcrum Equity Management’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21,199	Closed	-$2.5M	–	86
2022 Q2	$2.5M	Buy	+21,199	New	+$2.93M	2.01%	20
2022 Q1	–	Sell	-3,079	Closed	-$432K	–	157
2021 Q4	$432K	Sell	3,079 -682	-18%	-$91.8K	0.16%	98
2021 Q3	$468K	Sell	3,761 -3,551	-49%	-$463K	0.18%	90
2021 Q2	$953K	Buy	+7,312	New	+$978K	0.36%	76
2021 Q1	–	Sell	-9,742	Closed	-$1.1M	–	197
2020 Q4	$1.1M	Sell	9,742 -1,867	-16%	-$199K	0.44%	60
2020 Q3	$1.15M	Sell	11,609 -3,946	-25%	-$387K	0.53%	48
2020 Q2	$1.39M	Buy	+15,555	New	+$1.29M	0.66%	37
2020 Q1	–	Sell	-39,950	Closed	-$3.91M	–	73
2019 Q4	$3.91M	Buy	+39,950	New	+$3.75M	2.05%	12
2019 Q3	–	Sell	-46,004	Closed	-$4.21M	–	240
2019 Q2	$4.21M	Buy	+46,004	New	+$4.22M	2.01%	13

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Fulcrum Equity Management's IYM Position: Q3 2022 in Review

Fulcrum Equity Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 21,199 shares — an estimated $2.5M sold.

Fulcrum Equity Management first reported a position in IYM in Q2 2019 and held it in 9 quarters. The position peaked at $4.21M in Q2 2019. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Fulcrum Equity Management reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Fulcrum Equity Management sold 21,199 iShares US Basic Materials ETF shares in Q3 2022, an estimated $2.5M.
Fulcrum Equity Management first reported a position in iShares US Basic Materials ETF in Q2 2019 and held it in 9 quarters.
Fulcrum Equity Management's iShares US Basic Materials ETF position peaked at $4.21M in Q2 2019.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.