FWP
Firethorn Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44M | Sell |
67,540
-8,106
| -11% | -$892K | 3.22% | 6 |
|
|
2025
Q1 | $7.02M | Buy |
75,646
+881
| +1% | +$81.8K | 3.35% | 7 |
|
|
2024
Q4 | $7.59M | Sell |
74,765
-5,214
| -7% | -$529K | 3.77% | 5 |
|
|
2024
Q3 | $7.66M | Buy |
79,979
+5,030
| +7% | +$482K | 3.89% | 4 |
|
|
2024
Q2 | $6.94M | Buy |
74,949
+44,913
| +150% | +$4.16M | 3.92% | 4 |
|
|
2024
Q1 | $2.54M | Buy |
30,036
+7,993
| +36% | +$675K | 1.49% | 15 |
|
|
2023
Q4 | $1.66M | Buy |
22,043
+2,145
| +11% | +$161K | 1.09% | 21 |
|
|
2023
Q3 | $1.36M | Buy |
+19,898
| New | +$1.36M | 1.04% | 22 |
|
|
2021
Q2 | $216K | Buy |
+2,971
| New | +$216K | 0.18% | 116 |
|