Thrive Wealth Management
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Thrive Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Thrive Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Sell
1,290
-55
-4% -$12.8K 0.04% 200
2026
Q2 		$305K Sell
1,345
-54
-4% -$12.1K 0.04% 191
2026
Q1 		$295K Hold
1,399
– – 0.04% 179
2025
Q4 		$297K Sell
1,399
-150
-10% -$31.4K 0.04% 181
2025
Q3 		$320K Buy
1,549
+161
+12% +$32.3K 0.05% 175
2025
Q2 		$271K Sell
1,388
-60
-4% -$11.2K 0.04% 192
2025
Q1 		$276K Sell
1,448
-7,986
-85% -$1.55M 0.05% 176
2024
Q4 		$1.8M Buy
+9,434
New +$1.87M 0.32% 39
2024
Q3 		– Sell
-2,119
Closed -$386K – 226
2024
Q2 		$386K Sell
2,119
-14
-0.7% -$2.55K 0.08% 141
2024
Q1 		$398K Sell
2,133
-2,965
-58% -$527K 0.08% 132
2023
Q4 		$887K Sell
5,098
-3,523
-41% -$566K 0.2% 69
2023
Q3 		$1.33M Buy
8,621
+899
+12% +$145K 0.35% 39
2023
Q2 		$1.24M Buy
+7,722
New +$1.19M 0.32% 40
2023
Q1 		– Sell
-4,745
Closed -$688K – 174
2022
Q4 		$688K Sell
4,745
-3,839
-45% -$548K 0.2% 66
2022
Q3 		$1.1M Buy
8,584
+4,655
+118% +$660K 0.39% 34
2022
Q2 		$540K Sell
3,929
-203
-5% -$30K 0.19% 72
2022
Q1 		$643K Buy
+4,132
New +$636K 0.19% 58

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 4.1% in Q3 2026, selling an estimated $12.8K and leaving 1,290 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #200.

Thrive Wealth Management first reported a position in IVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2024. 415 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Thrive Wealth Management held 1,290 shares of iShares S&P 500 Value ETF worth $294K as of Q3 2026.
  • Thrive Wealth Management sold 55 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $12.8K.
  • iShares S&P 500 Value ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #200 holding.
  • Thrive Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Thrive Wealth Management's iShares S&P 500 Value ETF position peaked at $1.8M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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