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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
  • 1,550 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.