Fulcrum Equity Management Ishares U.S. Consumer Discreti Transaction History

Fulcrum Equity Management

$88.9 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$67.88 - $85.29 $386,712 - $485,897	-5,697 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$77.31 - $86.98 $440,435 - $495,525	5,697 New	5,697 $479,000
Q1 2021 Apr 05, 2021	SELL	$68.94 - $76.22 $1.16 Million - $1.28 Million	-16,811 Closed	0 $0
Q4 2020 Feb 22, 2021	BUY	$60.62 - $70.5 $737,139 - $857,280	12,160 Added 261.45%	16,811 $1.19 Million
Q3 2020 Oct 27, 2020	SELL	$55.33 - $65.18 $93,895 - $110,610	-1,697 Reduced 26.73%	4,651 $1.16 Million
Q2 2020 Aug 17, 2020	BUY	$41.98 - $58.28 $266,489 - $369,961	6,348 New	6,348 $1.39 Million
Q4 2019 Feb 12, 2020	SELL	$53.17 - $57.47 $920,585 - $995,035	-17,314 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$53.95 - $56.11 $136,277 - $141,733	-2,526 Reduced 12.73%	17,314 $3.76 Million
Q2 2019 Aug 12, 2019	BUY	N/A	19,840 New	19,840 $4.28 Million

Others Institutions Holding IYC

# of Institutions

278

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

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