Fulcrum Equity Management IYF Holdings History
Fulcrum Equity Management's iShares U.S. Financials ETF Holding Summary
As of 2025-03-31, Fulcrum Equity Management held - shares of iShares U.S. Financials ETF(IYF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Fulcrum Equity Management now holds 0% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2019Q3. And since then Fulcrum Equity Management has made 4 purchases of IYF, at an average price of $63.89, for a total of 110,288.00 shares. In addition, there have been 7 sales at an average price of $69.93 for 110,288.00 shares. Based on historical transaction data and IYF's current price of $122.97, Fulcrum Equity Management's estimated gain on his IYF holdings is $667,152.75, reflecting a 9.47% gain to date.
Fulcrum Equity Management IYF ($122.97) Holding Chart
Fulcrum Equity Management IYF ($122.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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