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

Thrive Capital Management (Pennsylvania)’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 Q1	–	Sell	-1,682	Closed	-$207K	–	177
2025 Q4	$207K	Buy	+1,682	New	+$206K	0.05%	170
2023 Q2	–	Sell	-4,213	Closed	-$265K	–	139
2023 Q1	$265K	Buy	+4,213	New	+$258K	0.17%	102
2021 Q4	–	Sell	-2,744	Closed	-$203K	–	112
2021 Q3	$203K	Sell	2,744 -24	-0.9%	-$1.83K	0.15%	107
2021 Q2	$201K	Buy	+2,768	New	+$192K	0.16%	109

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IVW Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2026, closing a stake of 1,682 shares — an estimated $207K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IVW in Q2 2021 and held it in 4 quarters. The position peaked at $265K in Q1 2023. 2,055 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Thrive Capital Management (Pennsylvania) reported no remaining iShares S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 1,682 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $207K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and held it in 4 quarters.
Thrive Capital Management (Pennsylvania)'s iShares S&P 500 Growth ETF position peaked at $265K in Q1 2023.
2,055 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.