Thrive Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.51M	Buy	20,236 +5,752	+40%	+$693K	0.32%	36
2026 Q1	$1.54M	Sell	14,484 -212	-1%	-$24.1K	0.23%	51
2025 Q4	$1.74M	Buy	14,696 +956	+7%	+$113K	0.26%	47
2025 Q3	$1.61M	Buy	13,740 +2,864	+26%	+$319K	0.24%	48
2025 Q2	$1.15M	Buy	10,876 +440	+4%	+$42.1K	0.19%	60
2025 Q1	$942K	Sell	10,436 -9,708	-48%	-$958K	0.18%	72
2024 Q4	$2.02M	Buy	20,144 +9,992	+98%	+$983K	0.36%	31
2024 Q3	$953K	Sell	10,152 -976	-9%	-$88.5K	0.17%	73
2024 Q2	$1.01M	Buy	11,128 +816	+8%	+$69.7K	0.2%	62
2024 Q1	$869K	Sell	10,312 -5,624	-35%	-$453K	0.18%	70
2023 Q4	$1.21M	Sell	15,936 -1,444	-8%	-$102K	0.27%	47
2023 Q3	$1.16M	Buy	17,380 +2,504	+17%	+$173K	0.31%	44
2023 Q2	$1.02M	Buy	14,876 +5,908	+66%	+$376K	0.27%	47
2023 Q1	$548K	Sell	8,968 -27,292	-75%	-$1.57M	0.14%	93
2022 Q4	$1.94M	Buy	36,260 +15,336	+73%	+$844K	0.56%	24
2022 Q3	$1.1M	Sell	20,924 -4,076	-16%	-$240K	0.39%	35
2022 Q2	$1.37M	Buy	25,000 +1,408	+6%	+$84.5K	0.48%	29
2022 Q1	$1.64M	Buy	23,592 +14,620	+163%	+$998K	0.48%	28
2021 Q4	$685K	Buy	+8,972	New	+$665K	0.23%	50

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Thrive Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 40% in Q2 2026, buying an estimated $693K and bringing the position to 20,236 shares worth $2.51M. The position accounts for 0.32% of the portfolio, ranked #36.

Thrive Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Thrive Wealth Management held 20,236 shares of iShares Russell 1000 Growth ETF worth $2.51M as of Q2 2026.
Thrive Wealth Management bought 5,752 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $693K.
iShares Russell 1000 Growth ETF made up 0.32% of Thrive Wealth Management's portfolio in Q2 2026, its #36 holding.
Thrive Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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