Thrive Wealth Management
IWD icon

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
Q3 		$1.55M Sell
6,239
-83
-1% -$21K 0.19% 58
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
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q3 2026, selling an estimated $21K and leaving 6,239 shares worth $1.55M. 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 20 quarters since. 530 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Thrive Wealth Management held 6,239 shares of iShares Russell 1000 Value ETF worth $1.55M as of Q3 2026.
  • Thrive Wealth Management sold 83 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $21K.
  • iShares Russell 1000 Value ETF made up 0.19% of Thrive Wealth Management's portfolio in Q3 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 20 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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