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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return