ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 4,747 Value ($000) $1,007 Avg Close — Range —
Q3 2025
Shares 3,297 Value ($000) $681 Avg Close — Range —
Q2 2025
Shares 2,955 Value ($000) $577 Avg Close — Range —
Q1 2025
Shares 2,813 Value ($000) $536 Avg Close — Range —
Q4 2024
Shares 2,019 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 2,024 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 2,154 Value ($000) $392 Avg Close — Range —
Q1 2022
Shares 2,180 Value ($000) $339 Avg Close — Range —
Q4 2019
Shares 6,780 Value ($000) $882 Avg Close — Range —