Fulcrum Equity Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$936K	Buy	6,807 +585	+9%	+$77.2K	0.69%	35
2026 Q1	$704K	Buy	6,222 +184	+3%	+$22.1K	0.68%	39
2025 Q4	$744K	Sell	6,038 -198	-3%	-$24.2K	0.71%	36
2025 Q3	$753K	Buy	6,236 +334	+6%	+$38.4K	0.76%	36
2025 Q2	$650K	Sell	5,902 -1,804	-23%	-$179K	0.67%	41
2025 Q1	$715K	Sell	7,706 -116	-1%	-$11.7K	0.78%	38
2024 Q4	$794K	Sell	7,822 -151	-2%	-$15.1K	0.79%	43
2024 Q3	$763K	Sell	7,973 -14,053	-64%	-$1.3M	0.64%	45
2024 Q2	$2.04M	Buy	+22,026	New	+$1.9M	1.83%	6
2022 Q2	–	Sell	-2,751	Closed	-$210K	–	90
2022 Q1	$210K	Sell	2,751 -1,699	-38%	-$128K	0.12%	101
2021 Q4	$372K	Buy	+4,450	New	+$359K	0.14%	108
2021 Q1	–	Sell	-9,715	Closed	-$620K	–	193
2020 Q4	$620K	Buy	9,715 +2,003	+26%	+$121K	0.25%	80
2020 Q3	$446K	Buy	7,712 +3,272	+74%	+$185K	0.21%	76
2020 Q2	$230K	Buy	+4,440	New	+$213K	0.11%	132

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Fulcrum Equity Management increased its iShares S&P 500 Growth ETF (IVW) stake by 9.4% in Q2 2026, buying an estimated $77.2K and bringing the position to 6,807 shares worth $936K. The position accounts for 0.69% of the portfolio, ranked #35.

Fulcrum Equity Management first reported a position in IVW in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.04M in Q2 2024. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Fulcrum Equity Management held 6,807 shares of iShares S&P 500 Growth ETF worth $936K as of Q2 2026.
Fulcrum Equity Management bought 585 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $77.2K.
iShares S&P 500 Growth ETF made up 0.69% of Fulcrum Equity Management's portfolio in Q2 2026, its #35 holding.
Fulcrum Equity Management first reported a position in iShares S&P 500 Growth ETF in Q2 2020 and has held it in 14 quarters since.
Fulcrum Equity Management's iShares S&P 500 Growth ETF position peaked at $2.04M in Q2 2024.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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