Thrive Capital Management (Pennsylvania)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,796	Closed	-$211K	–	180
2025 Q3	$211K	Sell	1,796 -528	-23%	-$58.8K	0.05%	168
2025 Q2	$247K	Buy	+2,324	New	+$222K	0.08%	155
2024 Q4	–	Sell	-5,956	Closed	-$559K	–	135
2024 Q3	$559K	Sell	5,956 -280	-4%	-$25.4K	0.26%	112
2024 Q2	$568K	Buy	+6,236	New	+$532K	0.26%	105
2024 Q1	–	Sell	-24,636	Closed	-$1.87M	–	165
2023 Q4	$1.87M	Sell	24,636 -3,176	-11%	-$225K	1%	33
2023 Q3	$1.85M	Buy	27,812 +4,184	+18%	+$289K	1.03%	31
2023 Q2	$1.63M	Sell	23,628 -580	-2%	-$36.9K	0.93%	34
2023 Q1	$1.46M	Sell	24,208 -608	-2%	-$35K	0.92%	34
2022 Q4	$1.33M	Sell	24,816 -1,912	-7%	-$105K	0.87%	34
2022 Q3	$1.41M	Sell	26,728 -552	-2%	-$32.5K	0.95%	31
2022 Q2	$1.49M	Sell	27,280 -332	-1%	-$19.9K	1.03%	31
2022 Q1	$1.92M	Buy	27,612 +10,340	+60%	+$706K	1.16%	27
2021 Q4	$1.32M	Buy	+17,272	New	+$1.28M	0.86%	30

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania)'s IWF Position: Q4 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 1,796 shares — an estimated $211K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IWF in Q4 2021 and held it in 13 quarters. The position peaked at $1.92M in Q1 2022. 2,525 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Thrive Capital Management (Pennsylvania) reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 1,796 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $211K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 13 quarters.
Thrive Capital Management (Pennsylvania)'s iShares Russell 1000 Growth ETF position peaked at $1.92M in Q1 2022.
2,525 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2025, filed 9 Feb 2026.