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 Q3	$7.61M	Sell	9,938 -329	-3%	-$251K	2.43%	9
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q3 2026, selling an estimated $251K and leaving 9,938 shares worth $7.61M. The position accounts for 2.43% of the portfolio, ranked #9.

Firethorn Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $14M in Q1 2024. 574 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Firethorn Wealth Partners held 9,938 shares of iShares Core S&P 500 ETF worth $7.61M as of Q3 2026.
Firethorn Wealth Partners sold 329 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $251K.
iShares Core S&P 500 ETF made up 2.43% of Firethorn Wealth Partners's portfolio in Q3 2026, its #9 holding.
Firethorn Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Firethorn Wealth Partners's iShares Core S&P 500 ETF position peaked at $14M in Q1 2024.
574 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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