Number of Shares
27,160.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
2.3%
Total Estimate Gain
$499,778.43
% of Total Estimate Gain
9.92%

FIRETHORN WEALTH PARTNERS, LLC's iShares S&P 500 Value ETF Holding Summary

As of 2025-06-30, FIRETHORN WEALTH PARTNERS, LLC held 27,160.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.31 Mil. This investment constitutes 2.3% of their stock portfolio, and FIRETHORN WEALTH PARTNERS, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.

The initial trade took place in 2024Q1. And since then FIRETHORN WEALTH PARTNERS, LLC has made 4 purchases of IVE, at an average price of $181.95, for a total of 27,681.00 shares. In addition, there have been 2 sales at an average price of $197.79 for 521.00 shares. Based on historical transaction data and IVE's current price of $200.05, FIRETHORN WEALTH PARTNERS, LLC's estimated gain on his IVE holdings is $499,778.43, reflecting a 9.92% gain to date.

FIRETHORN WEALTH PARTNERS, LLC IVE ($200.05) Holding Chart

FIRETHORN WEALTH PARTNERS, LLC IVE ($200.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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