iShares S&P 500 Growth Index shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $650k | 5.9k | 110.10 |
| 2025-03-31 | $715k | 7.7k | 92.84 |
| 2024-12-31 | $794k | 7.8k | 101.53 |
| 2024-09-30 | $763k | 8.0k | 95.75 |
| 2024-06-30 | $2.0M | 22k | 92.54 |
| 2022-03-31 | $210k | 2.8k | 76.34 |
| 2021-12-31 | $372k | 4.5k | 83.60 |
| 2020-12-31 | $620k | 9.7k | 63.82 |
| 2020-09-30 | $446k | 1.9k | 231.33 |
| 2020-06-30 | $230k | 1.1k | 207.21 |