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Thrive Capital Management (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$395K Sell
527
-14
-3% -$10.2K 0.07% 139
2026
Q1 		$353K Sell
541
-350
-39% -$239K 0.08% 140
2025
Q4 		$610K Buy
891
+311
+54% +$211K 0.14% 120
2025
Q3 		$388K Buy
580
+12
+2% +$7.73K 0.1% 139
2025
Q2 		$353K Buy
+568
New +$326K 0.11% 136
2024
Q4 		– Sell
-453
Closed -$261K – 134
2024
Q3 		$261K Sell
453
-147
-25% -$81.7K 0.12% 162
2024
Q2 		$329K Buy
+600
New +$316K 0.15% 152
2024
Q1 		– Sell
-1,696
Closed -$810K – 164
2023
Q4 		$810K Buy
1,696
+62
+4% +$27.8K 0.43% 47
2023
Q3 		$702K Sell
1,634
-29
-2% -$13K 0.39% 48
2023
Q2 		$741K Sell
1,663
-204
-11% -$86K 0.42% 47
2023
Q1 		$757K Buy
1,867
+765
+69% +$307K 0.48% 47
2022
Q4 		$423K Sell
1,102
-880
-44% -$340K 0.28% 67
2022
Q3 		$711K Sell
1,982
-331
-14% -$132K 0.48% 47
2022
Q2 		$877K Sell
2,313
-1,096
-32% -$451K 0.61% 43
2022
Q1 		$1.55M Buy
3,409
+836
+32% +$374K 0.93% 30
2021
Q4 		$1.23M Buy
2,573
+118
+5% +$54.4K 0.8% 33
2021
Q3 		$1.06M Sell
2,455
-12
-0.5% -$5.32K 0.78% 41
2021
Q2 		$1.06M Sell
2,467
-146
-6% -$61.2K 0.83% 39
2021
Q1 		$1.04M Sell
2,613
-125
-5% -$48.4K 0.97% 25
2020
Q4 		$1.03M Buy
+2,738
New +$975K 1.09% 24

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

Thrive Capital Management (Pennsylvania)'s IVV Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, selling an estimated $10.2K and leaving 527 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #139.

Thrive Capital Management (Pennsylvania) first reported a position in IVV in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.55M in Q1 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 527 shares of iShares Core S&P 500 ETF worth $395K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Core S&P 500 ETF made up 0.07% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #139 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares Core S&P 500 ETF position peaked at $1.55M in Q1 2022.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.