FWP
Firethorn Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
27,160
+1,659
| +7% | +$324K | 2.3% | 11 |
|
|
2025
Q1 | $4.86M | Buy |
25,501
+6,222
| +32% | +$1.19M | 2.32% | 10 |
|
|
2024
Q4 | $3.68M | Sell |
19,279
-485
| -2% | -$92.6K | 1.83% | 14 |
|
|
2024
Q3 | $3.9M | Sell |
19,764
-36
| -0.2% | -$7.1K | 1.98% | 14 |
|
|
2024
Q2 | $3.6M | Buy |
19,800
+932
| +5% | +$170K | 2.04% | 11 |
|
|
2024
Q1 | $3.52M | Buy |
+18,868
| New | +$3.52M | 2.08% | 11 |
|