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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$577K	Buy
2025 Q1	$536K	Buy
2024 Q4	$385K	Sell
2024 Q3	$399K	Sell
2024 Q2	$392K	Buy
2022 Q2	–	Sell
2022 Q1	$339K	Buy
2020 Q1	–	Sell
2019 Q4	$882K	Buy