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iShares S&P 1500 Index Fund shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 81k 125.62
2024-06-30 $9.6M 81k 118.78
2024-03-31 $491k 4.3k 115.29
2023-12-31 $452k 4.3k 105.23
2021-06-30 $333k 3.4k 98.87

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Life Planning Partners
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund