iShares S&P 500 Index shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $939k | 1.5k | 620.98 |
| 2024-12-31 | $202k | 344 | 588.22 |
| 2024-09-30 | $215k | 373 | 576.99 |
| 2024-03-31 | $1.6M | 3.0k | 525.80 |
| 2023-12-31 | $1.5M | 3.2k | 477.56 |
| 2023-06-30 | $2.0M | 4.6k | 445.72 |
| 2023-03-31 | $1.4M | 3.5k | 411.04 |
| 2022-06-30 | $263k | 695 | 378.42 |
| 2022-03-31 | $2.2M | 4.8k | 453.77 |
| 2021-06-30 | $339k | 789 | 429.66 |
| 2019-03-31 | $291k | 1.0k | 284.46 |
| 2018-12-31 | $274k | 1.1k | 251.38 |