Thrive Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Thrive Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	9,612 -122	-1%	-$16.1K	0.17%	66
2026 Q1	$1.1M	Sell	9,734 -90	-0.9%	-$10.8K	0.16%	67
2025 Q4	$1.21M	Sell	9,824 -35	-0.4%	-$4.28K	0.18%	63
2025 Q3	$1.19M	Sell	9,859 -65	-0.7%	-$7.48K	0.18%	61
2025 Q2	$1.09M	Sell	9,924 -143	-1%	-$14.2K	0.18%	64
2025 Q1	$935K	Sell	10,067 -15	-0.1%	-$1.51K	0.18%	73
2024 Q4	$1.02M	Buy	10,082 +1,288	+15%	+$128K	0.18%	62
2024 Q3	$842K	Buy	8,794 +1	+0%	+$92	0.15%	80
2024 Q2	$814K	Buy	8,793 +14	+0.2%	+$1.21K	0.16%	78
2024 Q1	$741K	Buy	8,779 +808	+10%	+$64.9K	0.15%	83
2023 Q4	$599K	Sell	7,971 -19	-0.2%	-$1.35K	0.13%	96
2023 Q3	$547K	Sell	7,990 -3	-0%	-$212	0.15%	90
2023 Q2	$563K	Buy	7,993 +101	+1%	+$6.68K	0.15%	90
2023 Q1	$504K	Buy	+7,892	New	+$482K	0.13%	99
2022 Q1	–	Sell	-2,409	Closed	-$202K	–	160
2021 Q4	$202K	Buy	+2,409	New	+$194K	0.07%	142

Other funds holding IVW

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 9,612 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #66.

Thrive Wealth Management first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Thrive Wealth Management held 9,612 shares of iShares S&P 500 Growth ETF worth $1.32M as of Q2 2026.
Thrive Wealth Management sold 122 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $16.1K.
iShares S&P 500 Growth ETF made up 0.17% of Thrive Wealth Management's portfolio in Q2 2026, its #66 holding.
Thrive Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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