iShares S&P 500 Value Index shares owned by Firethorn Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Firethorn Wealth Partners
from 13F filings
Historical chart of Firethorn Wealth Partners investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Firethorn Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Firethorn Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 30k | 206.51 |
| 2025-06-30 | $5.3M | 27k | 195.42 |
| 2025-03-31 | $4.9M | 26k | 190.58 |
| 2024-12-31 | $3.7M | 19k | 190.88 |
| 2024-09-30 | $3.9M | 20k | 197.17 |
| 2024-06-30 | $3.6M | 20k | 182.01 |
| 2024-03-31 | $3.5M | 19k | 186.81 |