Fulcrum Equity Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $2.04M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $230K | Buy |
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