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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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. 1,978 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.
  • 1,978 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.