TWM
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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
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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Thrive Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 15% in Q2 2026, buying an estimated $39.6K and bringing the position to 775 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #183.

Thrive Wealth Management first reported a position in IWB in Q4 2021 and has held it in 16 quarters since. The position peaked at $684K in Q4 2024. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Thrive Wealth Management held 775 shares of iShares Russell 1000 ETF worth $317K as of Q2 2026.
  • Thrive Wealth Management bought 100 iShares Russell 1000 ETF shares in Q2 2026, an estimated $39.6K.
  • iShares Russell 1000 ETF made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Thrive Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 16 quarters since.
  • Thrive Wealth Management's iShares Russell 1000 ETF position peaked at $684K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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