Fulcrum Equity Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
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