Fulcrum Equity Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
2,955
+142
| +5% | +$27.8K | 0.59% | 44 |
|
|
2025
Q1 | $536K | Buy |
2,813
+794
| +39% | +$151K | 0.59% | 46 |
|
|
2024
Q4 | $385K | Sell |
2,019
-5
| -0.2% | -$955 | 0.38% | 70 |
|
|
2024
Q3 | $399K | Sell |
2,024
-130
| -6% | -$25.6K | 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 | +$339K | 0.2% | 73 |
|
|
2020
Q1 | – | Sell |
-6,780
| Closed | -$882K | – | 70 |
|
|
2019
Q4 | $882K | Buy |
+6,780
| New | +$882K | 0.46% | 30 |
|