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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Buy	6,322 +194	+3%	+$45.2K	0.19%	58
2026 Q1	$1.31M	Buy	6,128 +177	+3%	+$38.8K	0.2%	56
2025 Q4	$1.25M	Sell	5,951 -8	-0.1%	-$1.65K	0.18%	59
2025 Q3	$1.21M	Buy	5,959 +63	+1%	+$12.5K	0.18%	58
2025 Q2	$1.15M	Buy	5,896 +362	+7%	+$67K	0.18%	62
2025 Q1	$1.04M	Sell	5,534 -1,224	-18%	-$233K	0.2%	62
2024 Q4	$1.25M	Buy	6,758 +1,063	+19%	+$204K	0.23%	52
2024 Q3	$1.08M	Sell	5,695 -171	-3%	-$31.2K	0.2%	64
2024 Q2	$1.02M	Sell	5,866 -91	-2%	-$15.9K	0.2%	60
2024 Q1	$1.07M	Sell	5,957 -1,791	-23%	-$303K	0.22%	58
2023 Q4	$1.28M	Buy	7,748 +2,120	+38%	+$327K	0.29%	45
2023 Q3	$854K	Sell	5,628 -136	-2%	-$21.6K	0.23%	60
2023 Q2	$910K	Buy	5,764 +446	+8%	+$68.2K	0.24%	58
2023 Q1	$810K	Sell	5,318 -219	-4%	-$33.8K	0.21%	63
2022 Q4	$840K	Buy	5,537 +352	+7%	+$52.7K	0.24%	50
2022 Q3	$705K	Buy	5,185 +812	+19%	+$122K	0.25%	52
2022 Q2	$634K	Buy	4,373 +141	+3%	+$22.1K	0.22%	56
2022 Q1	$702K	Sell	4,232 -52	-1%	-$8.54K	0.21%	54
2021 Q4	$719K	Buy	+4,284	New	+$702K	0.25%	48

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Thrive Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q2 2026, buying an estimated $45.2K and bringing the position to 6,322 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #58.

Thrive Wealth Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 400 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Thrive Wealth Management held 6,322 shares of iShares Russell 1000 Value ETF worth $1.53M as of Q2 2026.
Thrive Wealth Management bought 194 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $45.2K.
iShares Russell 1000 Value ETF made up 0.19% of Thrive Wealth Management's portfolio in Q2 2026, its #58 holding.
Thrive Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
400 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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