Fulcrum Equity Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$605K	Buy	2,400 +460	+24%	+$106K	0.44%	53
2026 Q1	$352K	Sell	1,940 -6,804	-78%	-$1.31M	0.34%	73
2025 Q4	$1.75M	Sell	8,744 -4,278	-33%	-$856K	1.67%	12
2025 Q3	$2.55M	Buy	13,022 +4,057	+45%	+$742K	2.58%	6
2025 Q2	$1.55M	Buy	8,965 +455	+5%	+$69K	1.6%	11
2025 Q1	$1.2M	Buy	8,510 +938	+12%	+$146K	1.31%	17
2024 Q4	$1.21M	Buy	7,572 +560	+8%	+$88.6K	1.19%	26
2024 Q3	$1.06M	Buy	7,012 +340	+5%	+$50K	0.9%	36
2024 Q2	$1M	Buy	+6,672	New	+$922K	0.9%	42
2022 Q2	–	Sell	-4,970	Closed	-$512K	–	91
2022 Q1	$512K	Sell	4,970 -41,607	-89%	-$4.25M	0.3%	57
2021 Q4	$5.35M	Buy	46,577 +11,284	+32%	+$1.25M	2%	4
2021 Q3	$3.57M	Buy	35,293 +32,941	+1,401%	+$3.44M	1.39%	13
2021 Q2	$234K	Sell	2,352 -15,356	-87%	-$1.43M	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%	-$437K	0.84%	42
2020 Q3	$2.29M	Buy	30,364 +7,804	+35%	+$570K	1.06%	28
2020 Q2	$1.52M	Buy	+22,560	New	+$1.36M	0.72%	26
2020 Q1	–	Sell	-85,708	Closed	-$4.98M	–	74
2019 Q4	$4.98M	Sell	85,708 -2,928	-3%	-$159K	2.61%	8
2019 Q3	$4.53M	Sell	88,636 -10,876	-11%	-$553K	2.29%	4
2019 Q2	$4.97M	Sell	99,512 -223,268	-69%	-$10.9M	2.37%	8
2019 Q1	$15.4M	Buy	+322,780	New	+$14.4M	5.28%	7

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Fulcrum Equity Management's IYW Position: Q2 2026 in Review

Fulcrum Equity Management increased its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, buying an estimated $106K and bringing the position to 2,400 shares worth $605K. The position accounts for 0.44% of the portfolio, ranked #53.

Fulcrum Equity Management first reported a position in IYW in Q1 2019 and has held it in 21 quarters since. The position peaked at $15.4M in Q1 2019. 208 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fulcrum Equity Management held 2,400 shares of iShares US Technology ETF worth $605K as of Q2 2026.
Fulcrum Equity Management bought 460 iShares US Technology ETF shares in Q2 2026, an estimated $106K.
iShares US Technology ETF made up 0.44% of Fulcrum Equity Management's portfolio in Q2 2026, its #53 holding.
Fulcrum Equity Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 21 quarters since.
Fulcrum Equity Management's iShares US Technology ETF position peaked at $15.4M in Q1 2019.
208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.