Thrive Wealth Management
IGV icon

Thrive Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Thrive Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$521K Hold
4,890
– – 0.06% 127
2026
Q2 		$443K Hold
4,890
– – 0.06% 148
2026
Q1 		$391K Buy
+4,890
New +$433K 0.06% 144

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AssetMark Inc
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MinichMacGregor Wealth Management
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Ninety One
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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Thrive Wealth Management's IGV Position: Q3 2026 in Review

Thrive Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2026 at 4,890 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #127.

Thrive Wealth Management first reported a position in IGV in Q1 2026 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Thrive Wealth Management held 4,890 shares of iShares Expanded Tech-Software Sector ETF worth $521K as of Q3 2026.
  • Thrive Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Thrive Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.