Thrive Wealth Management
IWB icon

Thrive Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Thrive Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$272K Sell
653
-122
-16% -$50.7K 0.03% 212
2026
Q2 		$317K Buy
775
+100
+15% +$39.6K 0.04% 183
2026
Q1 		$241K Sell
675
-222
-25% -$82.7K 0.04% 206
2025
Q4 		$335K Sell
897
-289
-24% -$107K 0.05% 165
2025
Q3 		$433K Buy
1,186
+310
+35% +$109K 0.07% 139
2025
Q2 		$297K Sell
876
-143
-14% -$44.9K 0.05% 177
2025
Q1 		$313K Sell
1,019
-1,105
-52% -$357K 0.06% 156
2024
Q4 		$684K Buy
2,124
+920
+76% +$298K 0.12% 92
2024
Q3 		$379K Sell
1,204
-421
-26% -$127K 0.07% 146
2024
Q2 		$484K Buy
1,625
+137
+9% +$39.3K 0.09% 106
2024
Q1 		$429K Sell
1,488
-156
-9% -$42.8K 0.09% 121
2023
Q4 		$431K Buy
1,644
+127
+8% +$31.1K 0.1% 114
2023
Q3 		$356K Buy
+1,517
New +$371K 0.09% 114
2023
Q1 		– Sell
-1,696
Closed -$357K – 175
2022
Q4 		$357K Buy
+1,696
New +$359K 0.1% 115
2022
Q3 		– Sell
-1,880
Closed -$391K – 149
2022
Q2 		$391K Buy
1,880
+497
+36% +$112K 0.14% 95
2022
Q1 		$346K Buy
1,383
+24
+2% +$5.93K 0.1% 116
2021
Q4 		$359K Buy
+1,359
New +$350K 0.12% 108

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 16% in Q3 2026, selling an estimated $50.7K and leaving 653 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #212.

Thrive Wealth Management first reported a position in IWB in Q4 2021 and has held it in 17 quarters since. The position peaked at $684K in Q4 2024. 459 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Thrive Wealth Management held 653 shares of iShares Russell 1000 ETF worth $272K as of Q3 2026.
  • Thrive Wealth Management sold 122 iShares Russell 1000 ETF shares in Q3 2026, an estimated $50.7K.
  • iShares Russell 1000 ETF made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Thrive Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 17 quarters since.
  • Thrive Wealth Management's iShares Russell 1000 ETF position peaked at $684K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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