Fulcrum Equity Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Fulcrum Equity Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$883K	Buy	3,867 +452	+13%	+$106K	0.7%	37
2026 Q2	$775K	Sell	3,415 -660	-16%	-$147K	0.57%	44
2026 Q1	$860K	Sell	4,075 -672	-14%	-$146K	0.83%	26
2025 Q4	$1.01M	Buy	4,747 +1,450	+44%	+$304K	0.96%	27
2025 Q3	$681K	Buy	3,297 +342	+12%	+$68.7K	0.69%	38
2025 Q2	$577K	Buy	2,955 +142	+5%	+$26.5K	0.59%	44
2025 Q1	$536K	Buy	2,813 +794	+39%	+$154K	0.59%	46
2024 Q4	$385K	Sell	2,019 -5	-0.2%	-$992	0.38%	70
2024 Q3	$399K	Sell	2,024 -130	-6%	-$24.7K	0.34%	95
2024 Q2	$392K	Buy	+2,154	New	+$392K	0.35%	88
2022 Q2	–	Sell	-2,180	Closed	-$339K	–	89
2022 Q1	$339K	Buy	+2,180	New	+$335K	0.2%	73
2020 Q1	–	Sell	-6,780	Closed	-$882K	–	70
2019 Q4	$882K	Buy	+6,780	New	+$844K	0.46%	30

Other funds holding IVE

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Fulcrum Equity Management's IVE Position: Q3 2026 in Review

Fulcrum Equity Management increased its iShares S&P 500 Value ETF (IVE) stake by 13% in Q3 2026, buying an estimated $106K and bringing the position to 3,867 shares worth $883K. The position accounts for 0.7% of the portfolio, ranked #37.

Fulcrum Equity Management first reported a position in IVE in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2025. 1,421 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Fulcrum Equity Management held 3,867 shares of iShares S&P 500 Value ETF worth $883K as of Q3 2026.
Fulcrum Equity Management bought 452 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $106K.
iShares S&P 500 Value ETF made up 0.7% of Fulcrum Equity Management's portfolio in Q3 2026, its #37 holding.
Fulcrum Equity Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 12 quarters since.
Fulcrum Equity Management's iShares S&P 500 Value ETF position peaked at $1.01M in Q4 2025.
1,421 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.