Fulcrum Equity Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
8,965
+455
| +5% | +$78.8K | 1.6% | 11 |
|
|
2025
Q1 | $1.2M | Buy |
8,510
+938
| +12% | +$132K | 1.31% | 17 |
|
|
2024
Q4 | $1.21M | Buy |
7,572
+560
| +8% | +$89.3K | 1.19% | 26 |
|
|
2024
Q3 | $1.06M | Buy |
7,012
+340
| +5% | +$51.6K | 0.9% | 36 |
|
|
2024
Q2 | $1M | Buy |
+6,672
| New | +$1M | 0.9% | 42 |
|
|
2022
Q2 | – | Sell |
-4,970
| Closed | -$512K | – | 91 |
|
|
2022
Q1 | $512K | Sell |
4,970
-41,607
| -89% | -$4.29M | 0.3% | 57 |
|
|
2021
Q4 | $5.35M | Buy |
46,577
+11,284
| +32% | +$1.3M | 2% | 4 |
|
|
2021
Q3 | $3.57M | Buy |
35,293
+32,941
| +1,401% | +$3.34M | 1.39% | 13 |
|
|
2021
Q2 | $234K | Sell |
2,352
-15,356
| -87% | -$1.53M | 0.09% | 167 |
|
|
2021
Q1 | $1.55M | Sell |
17,708
-7,186
| -29% | -$630K | 0.61% | 56 |
|
|
2020
Q4 | $2.12M | Sell |
24,894
-5,470
| -18% | -$465K | 0.84% | 42 |
|
|
2020
Q3 | $2.29M | Buy |
30,364
+7,804
| +35% | +$587K | 1.06% | 28 |
|
|
2020
Q2 | $1.52M | Buy |
+22,560
| New | +$1.52M | 0.72% | 26 |
|
|
2020
Q1 | – | Sell |
-85,708
| Closed | -$4.98M | – | 74 |
|
|
2019
Q4 | $4.98M | Sell |
85,708
-2,928
| -3% | -$170K | 2.61% | 8 |
|
|
2019
Q3 | $4.53M | Sell |
88,636
-10,876
| -11% | -$555K | 2.29% | 4 |
|
|
2019
Q2 | $4.97M | Sell |
99,512
-223,268
| -69% | -$11.2M | 2.37% | 8 |
|
|
2019
Q1 | $15.4M | Buy |
+322,780
| New | +$15.4M | 5.28% | 7 |
|