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iShares Morningstar Large Growth shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth 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 Morningstar Large Growth by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $495k 6.6k 75.48
2023-12-31 $456k 6.7k 67.82
2023-06-30 $493k 7.9k 62.34
2023-03-31 $490k 8.9k 55.36
2020-09-30 $1.6M 6.2k 267.42
2020-06-30 $1.3M 5.6k 234.43

More positions owned by Fulcrum Equity Management

Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Valero Energy Corporation (VLO)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth