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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Firethorn Wealth Partners's IVE Position: Q2 2026 in Review

Firethorn Wealth Partners increased its iShares S&P 500 Value ETF (IVE) stake by 14% in Q2 2026, buying an estimated $1.22M and bringing the position to 43,904 shares worth $9.97M. The position accounts for 3.21% of the portfolio, ranked #5.

Firethorn Wealth Partners first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Firethorn Wealth Partners held 43,904 shares of iShares S&P 500 Value ETF worth $9.97M as of Q2 2026.
Firethorn Wealth Partners bought 5,471 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $1.22M.
iShares S&P 500 Value ETF made up 3.21% of Firethorn Wealth Partners's portfolio in Q2 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 10 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.