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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
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

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fulcrum Equity Management's IVE Position: Q2 2026 in Review

Fulcrum Equity Management reduced its iShares S&P 500 Value ETF (IVE) stake by 16% in Q2 2026, selling an estimated $147K and leaving 3,415 shares worth $775K. The position accounts for 0.57% of the portfolio, ranked #44.

Fulcrum Equity Management first reported a position in IVE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 336 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Fulcrum Equity Management held 3,415 shares of iShares S&P 500 Value ETF worth $775K as of Q2 2026.
  • Fulcrum Equity Management sold 660 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $147K.
  • iShares S&P 500 Value ETF made up 0.57% of Fulcrum Equity Management's portfolio in Q2 2026, its #44 holding.
  • Fulcrum Equity Management first reported a position in iShares S&P 500 Value ETF in Q4 2019 and has held it in 11 quarters since.
  • Fulcrum Equity Management's iShares S&P 500 Value ETF position peaked at $1.01M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.