FWP
IVV icon

Firethorn Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Firethorn Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.69M Sell
10,267
-137
-1% -$99.8K 2.48% 9
2026
Q1 		$6.8M Buy
10,404
+244
+2% +$167K 2.49% 9
2025
Q4 		$6.96M Sell
10,160
-276
-3% -$187K 2.6% 8
2025
Q3 		$6.99M Sell
10,436
-3,850
-27% -$2.48M 2.75% 9
2025
Q2 		$8.87M Sell
14,286
-2,344
-14% -$1.35M 3.85% 4
2025
Q1 		$9.34M Sell
16,630
-1,340
-7% -$791K 4.46% 3
2024
Q4 		$10.6M Sell
17,970
-1,363
-7% -$807K 5.26% 2
2024
Q3 		$11.2M Sell
19,333
-3,829
-17% -$2.13M 5.66% 2
2024
Q2 		$12.7M Sell
23,162
-3,555
-13% -$1.87M 7.16% 2
2024
Q1 		$14M Sell
26,717
-940
-3% -$470K 8.27% 2
2023
Q4 		$13.2M Buy
27,657
+2,429
+10% +$1.09M 8.66% 2
2023
Q3 		$10.8M Buy
25,228
+2,701
+12% +$1.21M 8.31% 2
2023
Q2 		$10M Buy
22,527
+768
+4% +$324K 7.49% 2
2023
Q1 		$9.08M Buy
21,759
+840
+4% +$337K 7.09% 2
2022
Q4 		$8.04M Sell
20,919
-703
-3% -$271K 6.79% 3
2022
Q3 		$7.75M Buy
21,622
+1,334
+7% +$533K 7.21% 2
2022
Q2 		$8.38M Buy
20,288
+989
+5% +$407K 6.8% 2
2022
Q1 		$8.76M Buy
19,299
+5,064
+36% +$2.26M 6.63% 2
2021
Q4 		$6.79M Buy
+14,235
New +$6.56M 5.08% 3
2021
Q2 		$5.89M Sell
13,706
-165
-1% -$69.1K 4.93% 3
2021
Q1 		$5.52M Sell
13,871
-5,905
-30% -$2.29M 5.14% 2
2020
Q4 		$7.42M Buy
+19,776
New +$7.04M 8.02% 2

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return