Fulcrum Equity Management Ishares Dj Us Tech ETF Transaction History

Fulcrum Equity Management

$102 Million
Q4 2025

A detailed history of Fulcrum Equity Management transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 8,744 shares of IYW stock, worth $1.74 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

8,744

Previous 13,022 32.85%

Holding current value

$1.74 Million

Previous $2.55 Million 31.73%

% of portfolio

1.7%

Previous 2.73%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$192.8 - $211.27 $824,798 - $903,813	-4,278 Reduced 32.85%	8,744 $1.74 Million
Q3 2025 Jan 06, 2026	BUY	$171.38 - $197.01 $695,288 - $799,269	4,057 Added 45.25%	13,022 $2.55 Million
Q2 2025 Aug 25, 2025	BUY	$122.57 - $173.27 $55,769 - $78,837	455 Added 5.35%	8,965 $1.55 Million
Q1 2025 May 01, 2025	BUY	$140.44 - $166.79 $131,732 - $156,449	938 Added 12.39%	8,510 $1.2 Million
Q4 2024 Mar 24, 2025	BUY	$148.14 - $166.23 $82,958 - $93,088	560 Added 7.99%	7,572 $1.21 Million

Q3 2024 Nov 21, 2024	BUY	$133.16 - $158.73 $45,274 - $53,968	340 Added 5.1%	7,012 $1.06 Million
Q2 2024 Jul 19, 2024	BUY	$124.75 - $153.46 $832,332 - $1.02 Million	6,672 New	6,672 $1 Million
Q2 2022 Jul 18, 2022	SELL	$77.53 - $105.04 $385,324 - $522,048	-4,970 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$90.78 - $115.41 $3.78 Million - $4.8 Million	-41,607 Reduced 89.33%	4,970 $512,000
Q4 2021 Jan 25, 2022	BUY	$100.11 - $117.09 $1.13 Million - $1.32 Million	11,284 Added 31.97%	46,577 $5.35 Million
Q3 2021 Jan 25, 2022	BUY	$98.99 - $108.87 $3.26 Million - $3.59 Million	32,941 Added 1400.55%	35,293 $3.57 Million
Q2 2021 Jul 15, 2021	SELL	$86.67 - $99.76 $1.33 Million - $1.53 Million	-15,356 Reduced 86.72%	2,352 $234,000
Q1 2021 Apr 05, 2021	SELL	$82.45 - $93.1 $592,485 - $669,016	-7,186 Reduced 28.87%	17,708 $1.55 Million
Q4 2020 Feb 22, 2021	BUY	$73.15 - $85.83 $1.27 Million - $1.49 Million	17,303 Added 227.94%	24,894 $2.12 Million
Q3 2020 Oct 27, 2020	BUY	$67.71 - $82.47 $132,102 - $160,898	1,951 Added 34.59%	7,591 $2.29 Million
Q2 2020 Aug 17, 2020	BUY	$48.73 - $67.63 $274,837 - $381,433	5,640 New	5,640 $1.52 Million
Q1 2020 Apr 01, 2020	SELL	$45.35 - $65.22 $971,714 - $1.4 Million	-21,427 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$49.62 - $58.5 $36,321 - $42,822	-732 Reduced 3.3%	21,427 $4.98 Million
Q3 2019 Nov 05, 2019	SELL	$48.42 - $52.88 $131,653 - $143,780	-2,719 Reduced 10.93%	22,159 $4.53 Million
Q2 2019 Aug 12, 2019	SELL	$44.72 - $51.35 $2.5 Million - $2.87 Million	-55,817 Reduced 69.17%	24,878 $4.97 Million
Q1 2019 May 03, 2019	BUY	$38.22 - $48.72 $3.08 Million - $3.93 Million	80,695 New	80,695 $15.4 Million

Others Institutions Holding IYW

# of Institutions

1,361

Shares Held

67M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Fulcrum Equity Management Ishares Dj Us Tech ETF Transaction History