FWP
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $99.8K and leaving 10,267 shares worth $7.69M. The position accounts for 2.48% of the portfolio, ranked #9.

Firethorn Wealth Partners first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $14M in Q1 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Firethorn Wealth Partners held 10,267 shares of iShares Core S&P 500 ETF worth $7.69M as of Q2 2026.
  • Firethorn Wealth Partners sold 137 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $99.8K.
  • iShares Core S&P 500 ETF made up 2.48% of Firethorn Wealth Partners's portfolio in Q2 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 22 quarters since.
  • Firethorn Wealth Partners's iShares Core S&P 500 ETF position peaked at $14M in Q1 2024.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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