Fulcrum Equity Management’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,396	Closed	-$956K	–	141
2025 Q4	$956K	Sell	1,396 -137	-9%	-$93K	0.92%	28
2025 Q3	$1.03M	Buy	1,533 +21	+1%	+$13.5K	1.04%	21
2025 Q2	$939K	Buy	+1,512	New	+$868K	0.96%	25
2025 Q1	–	Sell	-344	Closed	-$202K	–	106
2024 Q4	$202K	Sell	344 -29	-8%	-$17.2K	0.2%	109
2024 Q3	$215K	Buy	+373	New	+$207K	0.18%	129
2024 Q2	–	Sell	-3,036	Closed	-$1.6M	–	137
2024 Q1	$1.6M	Sell	3,036 -152	-5%	-$76.1K	1.88%	8
2023 Q4	$1.52M	Buy	+3,188	New	+$1.43M	1.88%	8
2023 Q3	–	Sell	-4,573	Closed	-$2.04M	–	109
2023 Q2	$2.04M	Buy	4,573 +1,075	+31%	+$453K	2.36%	7
2023 Q1	$1.44M	Buy	+3,498	New	+$1.4M	1.35%	27
2022 Q3	–	Sell	-695	Closed	-$263K	–	85
2022 Q2	$263K	Sell	695 -4,140	-86%	-$1.7M	0.21%	56
2022 Q1	$2.19M	Buy	+4,835	New	+$2.16M	1.3%	27
2021 Q3	–	Sell	-789	Closed	-$339K	–	206
2021 Q2	$339K	Buy	+789	New	+$331K	0.13%	128
2019 Q2	–	Sell	-1,023	Closed	-$291K	–	103
2019 Q1	$291K	Sell	1,023 -67	-6%	-$18.3K	0.1%	78
2018 Q4	$274K	Buy	+1,090	New	+$296K	0.1%	52

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fulcrum Equity Management's IVV Position: Q1 2026 in Review

Fulcrum Equity Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,396 shares — an estimated $956K sold.

Fulcrum Equity Management first reported a position in IVV in Q4 2018 and held it in 14 quarters. The position peaked at $2.19M in Q1 2022. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fulcrum Equity Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 1,396 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $956K.
Fulcrum Equity Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 14 quarters.
Fulcrum Equity Management's iShares Core S&P 500 ETF position peaked at $2.19M in Q1 2022.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.