Thrive Wealth Management
IVV icon

Thrive Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Thrive Wealth Management’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
Q3 		$5.07M Sell
6,616
-14
-0.2% -$10.7K 0.63% 25
2026
Q2 		$4.97M Buy
6,630
+74
+1% +$53.9K 0.63% 25
2026
Q1 		$4.28M Buy
6,556
+407
+7% +$278K 0.64% 22
2025
Q4 		$4.21M Sell
6,149
-39
-0.6% -$26.5K 0.62% 22
2025
Q3 		$4.14M Sell
6,188
-119
-2% -$76.6K 0.62% 22
2025
Q2 		$3.92M Buy
6,307
+8
+0.1% +$4.59K 0.63% 21
2025
Q1 		$3.54M Sell
6,299
-786
-11% -$464K 0.68% 21
2024
Q4 		$4.17M Buy
7,085
+1,468
+26% +$869K 0.75% 18
2024
Q3 		$3.24M Sell
5,617
-414
-7% -$230K 0.59% 20
2024
Q2 		$3.3M Buy
6,031
+146
+2% +$76.8K 0.65% 20
2024
Q1 		$3.09M Sell
5,885
-1,472
-20% -$737K 0.64% 20
2023
Q4 		$3.51M Buy
7,357
+1,248
+20% +$559K 0.78% 19
2023
Q3 		$2.62M Sell
6,109
-944
-13% -$422K 0.7% 18
2023
Q2 		$3.14M Buy
7,053
+2,217
+46% +$934K 0.81% 14
2023
Q1 		$1.99M Sell
4,836
-11,548
-70% -$4.63M 0.51% 24
2022
Q4 		$6.29M Buy
16,384
+12,502
+322% +$4.82M 1.8% 9
2022
Q3 		$1.39M Sell
3,882
-283
-7% -$113K 0.49% 29
2022
Q2 		$1.58M Sell
4,165
-74
-2% -$30.4K 0.55% 26
2022
Q1 		$1.92M Buy
4,239
+826
+24% +$369K 0.57% 23
2021
Q4 		$1.63M Buy
+3,413
New +$1.57M 0.56% 24

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q3 2026, selling an estimated $10.7K and leaving 6,616 shares worth $5.07M. The position accounts for 0.63% of the portfolio, ranked #25.

Thrive Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.29M in Q4 2022. 989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Thrive Wealth Management held 6,616 shares of iShares Core S&P 500 ETF worth $5.07M as of Q3 2026.
  • Thrive Wealth Management sold 14 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $10.7K.
  • iShares Core S&P 500 ETF made up 0.63% of Thrive Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Thrive Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's iShares Core S&P 500 ETF position peaked at $6.29M in Q4 2022.
  • 989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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