Fulcrum Equity Management’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,213	Closed	-$257K	–	158
2021 Q4	$257K	Buy	2,213 +42	+2%	+$4.6K	0.1%	149
2021 Q3	$222K	Buy	+2,171	New	+$231K	0.09%	165
2020 Q3	–	Sell	-4,794	Closed	-$378K	–	162
2020 Q2	$378K	Buy	+4,794	New	+$363K	0.18%	103
2019 Q4	–	Sell	-266	Closed	-$25K	–	158
2019 Q3	$25K	Buy	+266	New	+$24.2K	0.01%	113
2019 Q2	–	Sell	-7,607	Closed	-$662K	–	106
2019 Q1	$662K	Buy	+7,607	New	+$629K	0.23%	24

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fulcrum Equity Management's IYR Position: Q1 2022 in Review

Fulcrum Equity Management sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 2,213 shares — an estimated $257K sold.

Fulcrum Equity Management first reported a position in IYR in Q1 2019 and held it in 5 quarters. The position peaked at $662K in Q1 2019. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Fulcrum Equity Management reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 2,213 iShares US Real Estate ETF shares in Q1 2022, an estimated $257K.
Fulcrum Equity Management first reported a position in iShares US Real Estate ETF in Q1 2019 and held it in 5 quarters.
Fulcrum Equity Management's iShares US Real Estate ETF position peaked at $662K in Q1 2019.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.