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Firethorn Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Firethorn Wealth Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10M Sell
43,877
-27
-0.1% -$6.31K 3.2% 5
2026
Q2 		$9.97M Buy
43,904
+5,471
+14% +$1.22M 3.21% 5
2026
Q1 		$8.12M Buy
38,433
+3,000
+8% +$650K 2.98% 4
2025
Q4 		$7.51M Buy
35,433
+5,962
+20% +$1.25M 2.81% 7
2025
Q3 		$6.09M Buy
29,471
+2,311
+9% +$464K 2.4% 11
2025
Q2 		$5.31M Buy
27,160
+1,659
+7% +$309K 2.3% 11
2025
Q1 		$4.86M Buy
25,501
+6,222
+32% +$1.2M 2.32% 10
2024
Q4 		$3.68M Sell
19,279
-485
-2% -$96.2K 1.83% 14
2024
Q3 		$3.9M Sell
19,764
-36
-0.2% -$6.84K 1.98% 14
2024
Q2 		$3.6M Buy
19,800
+932
+5% +$170K 2.04% 11
2024
Q1 		$3.52M Buy
+18,868
New +$3.35M 2.08% 11

Other funds holding IVE

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Firethorn Wealth Partners's IVE Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares S&P 500 Value ETF (IVE) stake by 0.06% in Q3 2026, selling an estimated $6.31K and leaving 43,877 shares worth $10M. The position accounts for 3.2% of the portfolio, ranked #5.

Firethorn Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Firethorn Wealth Partners held 43,877 shares of iShares S&P 500 Value ETF worth $10M as of Q3 2026.
  • Firethorn Wealth Partners sold 27 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $6.31K.
  • iShares S&P 500 Value ETF made up 3.2% of Firethorn Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Firethorn Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.