iShares Russell 1000 Index shares owned by Fulcrum Capital
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Fulcrum Capital
from 13F filings
Historical chart of Fulcrum Capital investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 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 Russell 1000 Index by Fulcrum Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $301k | 957 | 314.39 |
| 2024-06-30 | $540k | 1.8k | 297.54 |
| 2024-03-31 | $276k | 957 | 288.03 |
| 2023-12-31 | $251k | 957 | 262.26 |
| 2023-09-30 | $225k | 957 | 234.91 |
| 2023-06-30 | $233k | 957 | 243.74 |
| 2023-03-31 | $216k | 957 | 225.23 |
| 2022-12-31 | $202k | 957 | 210.52 |
| 2022-03-31 | $239k | 957 | 249.74 |
| 2021-12-31 | $253k | 957 | 264.37 |
| 2021-09-30 | $231k | 957 | 241.38 |
| 2021-06-30 | $232k | 957 | 242.42 |
| 2021-03-31 | $214k | 957 | 223.62 |
| 2020-12-31 | $203k | 957 | 212.12 |
| 2018-12-31 | $405k | 2.9k | 138.65 |
| 2018-09-30 | $462k | 2.9k | 161.71 |
| 2018-06-30 | $434k | 2.9k | 151.91 |
| 2018-03-31 | $420k | 2.9k | 147.01 |
| 2017-12-31 | $425k | 2.9k | 148.76 |