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iShares Russell 2000 Index shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $628k 3.0k 210.30
2023-12-31 $650k 3.2k 200.71
2023-09-30 $794k 4.5k 176.74
2021-12-31 $421k 1.9k 222.52
2021-09-30 $3.1M 14k 218.75
2021-06-30 $625k 2.7k 229.36
2021-03-31 $526k 2.4k 221.10
2020-09-30 $2.1M 14k 149.76
2020-06-30 $1.5M 11k 143.18
2019-03-31 $293k 1.9k 153.24
2018-12-31 $254k 1.9k 133.68