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Ishares Tr core intl aggr shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 5.2k 50.01
2025-09-30 $272k 5.3k 51.23
2025-06-30 $230k 4.5k 51.09

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Apple (AAPL)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Fulcrum Equity Management

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
Jpmorgan Chase & Co
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
Nationwide Fund Advisors
Bnp Paribas Investment Partners
WealthNavi
Jane Street
Mather Group
Envestnet Portfolio Solutions
Ameriprise Financial
Cetera Investment Advisers
CWM

View all funds holding Ishares Tr core intl aggr