TWM
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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
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 $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Thrive Wealth Management's IVV Position: Q2 2026 in Review

Thrive Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $53.9K and bringing the position to 6,630 shares worth $4.97M. 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 19 quarters since. The position peaked at $6.29M in Q4 2022. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Thrive Wealth Management held 6,630 shares of iShares Core S&P 500 ETF worth $4.97M as of Q2 2026.
  • Thrive Wealth Management bought 74 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core S&P 500 ETF made up 0.63% of Thrive Wealth Management's portfolio in Q2 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 19 quarters since.
  • Thrive Wealth Management's iShares Core S&P 500 ETF position peaked at $6.29M in Q4 2022.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.