iShares S&P 500 Index shares owned by Fulcrum Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fulcrum Capital
from 13F filings
Historical chart of Fulcrum Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fulcrum Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Fulcrum Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.3M | 6.3k | 684.94 |
| 2025-09-30 | $4.7M | 7.0k | 669.30 |
| 2025-06-30 | $4.8M | 7.8k | 620.90 |
| 2025-03-31 | $6.0M | 11k | 561.90 |
| 2024-12-31 | $8.5M | 14k | 588.68 |
| 2024-09-30 | $9.0M | 16k | 576.82 |
| 2024-06-30 | $15M | 27k | 547.23 |
| 2024-03-31 | $14M | 27k | 525.73 |
| 2023-12-31 | $13M | 27k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $12M | 26k | 445.71 |
| 2023-03-31 | $11M | 28k | 411.09 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $9.7M | 27k | 358.64 |
| 2022-06-30 | $10M | 27k | 379.14 |
| 2022-03-31 | $13M | 28k | 453.71 |
| 2021-12-31 | $15M | 31k | 476.99 |
| 2021-09-30 | $14M | 32k | 430.84 |
| 2021-06-30 | $12M | 28k | 429.92 |
| 2021-03-31 | $11M | 28k | 397.80 |
| 2020-12-31 | $9.0M | 24k | 375.40 |
| 2020-09-30 | $6.9M | 21k | 336.06 |
| 2020-06-30 | $6.7M | 22k | 309.68 |
| 2020-03-31 | $8.5M | 33k | 258.40 |
| 2019-12-31 | $11M | 34k | 323.24 |
| 2019-09-30 | $36 | 37k | 0.00 |
| 2019-06-30 | $11M | 36k | 294.74 |
| 2019-03-31 | $13M | 45k | 284.57 |
| 2018-12-31 | $10M | 41k | 251.62 |
| 2018-09-30 | $13M | 45k | 292.74 |
| 2018-06-30 | $13M | 46k | 273.05 |
| 2018-03-31 | $13M | 49k | 265.37 |
| 2017-12-31 | $13M | 50k | 268.85 |