Fulcrum Equity Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
5,902
-1,804
| -23% | -$199K | 0.67% | 41 |
|
|
2025
Q1 | $715K | Sell |
7,706
-116
| -1% | -$10.8K | 0.78% | 38 |
|
|
2024
Q4 | $794K | Sell |
7,822
-151
| -2% | -$15.3K | 0.79% | 43 |
|
|
2024
Q3 | $763K | Sell |
7,973
-14,053
| -64% | -$1.35M | 0.64% | 45 |
|
|
2024
Q2 | $2.04M | Buy |
+22,026
| New | +$2.04M | 1.83% | 6 |
|
|
2022
Q2 | – | Sell |
-2,751
| Closed | -$210K | – | 90 |
|
|
2022
Q1 | $210K | Sell |
2,751
-1,699
| -38% | -$130K | 0.12% | 101 |
|
|
2021
Q4 | $372K | Buy |
+4,450
| New | +$372K | 0.14% | 108 |
|
|
2021
Q1 | – | Sell |
-9,715
| Closed | -$620K | – | 192 |
|
|
2020
Q4 | $620K | Buy |
9,715
+2,003
| +26% | +$128K | 0.25% | 80 |
|
|
2020
Q3 | $446K | Buy |
7,712
+3,272
| +74% | +$189K | 0.21% | 76 |
|
|
2020
Q2 | $230K | Buy |
+4,440
| New | +$230K | 0.11% | 132 |
|