FWP
IVW icon

Firethorn Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Firethorn Wealth Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Buy
83,749
+20,638
+33% +$2.73M 3.71% 4
2026
Q1 		$7.14M Buy
63,111
+1,904
+3% +$229K 2.62% 8
2025
Q4 		$7.54M Sell
61,207
-2,721
-4% -$333K 2.82% 6
2025
Q3 		$7.72M Sell
63,928
-3,612
-5% -$415K 3.04% 6
2025
Q2 		$7.44M Sell
67,540
-8,106
-11% -$802K 3.22% 6
2025
Q1 		$7.02M Buy
75,646
+881
+1% +$88.8K 3.35% 7
2024
Q4 		$7.59M Sell
74,765
-5,214
-7% -$520K 3.77% 5
2024
Q3 		$7.66M Buy
79,979
+5,030
+7% +$464K 3.89% 4
2024
Q2 		$6.94M Buy
74,949
+44,913
+150% +$3.87M 3.92% 4
2024
Q1 		$2.54M Buy
30,036
+7,993
+36% +$642K 1.49% 15
2023
Q4 		$1.66M Buy
22,043
+2,145
+11% +$153K 1.09% 21
2023
Q3 		$1.36M Buy
+19,898
New +$1.41M 1.04% 22
2021
Q2 		$216K Buy
+2,971
New +$206K 0.18% 116

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Firethorn Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 33% in Q2 2026, buying an estimated $2.73M and bringing the position to 83,749 shares worth $11.5M. The position accounts for 3.71% of the portfolio, ranked #4.

Firethorn Wealth Partners first reported a position in IVW in Q2 2021 and has held it in 13 quarters since. 482 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Firethorn Wealth Partners held 83,749 shares of iShares S&P 500 Growth ETF worth $11.5M as of Q2 2026.
  • Firethorn Wealth Partners bought 20,638 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $2.73M.
  • iShares S&P 500 Growth ETF made up 3.71% of Firethorn Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Firethorn Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 13 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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