ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Fulcrum Equity Management's Holding History (CIK: 0001737888)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,038 Value ($000) $744 Avg Close — Range —
Q3 2025
Shares 6,236 Value ($000) $753 Avg Close — Range —
Q2 2025
Shares 5,902 Value ($000) $650 Avg Close — Range —
Q1 2025
Shares 7,706 Value ($000) $715 Avg Close — Range —
Q4 2024
Shares 7,822 Value ($000) $794 Avg Close — Range —
Q3 2024
Shares 7,973 Value ($000) $763 Avg Close — Range —
Q2 2024
Shares 22,026 Value ($000) $2,038 Avg Close — Range —
Q1 2022
Shares 2,751 Value ($000) $210 Avg Close — Range —
Q4 2021
Shares 4,450 Value ($000) $372 Avg Close — Range —
Q4 2020
Shares 9,715 Value ($000) $620 Avg Close — Range —
Q3 2020
Shares 1,928 Value ($000) $446 Avg Close — Range —
Q2 2020
Shares 1,110 Value ($000) $230 Avg Close — Range —