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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

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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
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

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Valero Energy Corporation (VLO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Abbvie (ABBV)
Select Sector Spdr Tr Technology (XLK)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Jones Financial Companies, L.L
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services

View all funds holding iShares S&P 500 Growth Index