iShares S&P 500 Value Index shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index 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 500 Value Index by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $578k | 3.0k | 195.42 |
| 2025-03-31 | $536k | 2.8k | 190.55 |
| 2024-12-31 | $385k | 2.0k | 190.91 |
| 2024-09-30 | $399k | 2.0k | 197.17 |
| 2024-06-30 | $392k | 2.2k | 182.01 |
| 2022-03-31 | $339k | 2.2k | 155.50 |
| 2019-12-31 | $882k | 6.8k | 130.09 |