Thrive Wealth Management
IWF icon

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
Q3 		$1.42M Sell
11,365
-8,871
-44% -$1.09M 0.18% 66
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

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 44% in Q3 2026, selling an estimated $1.09M and leaving 11,365 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #66.

Thrive Wealth Management first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.51M in Q2 2026. 543 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Thrive Wealth Management held 11,365 shares of iShares Russell 1000 Growth ETF worth $1.42M as of Q3 2026.
  • Thrive Wealth Management sold 8,871 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.09M.
  • iShares Russell 1000 Growth ETF made up 0.18% of Thrive Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Thrive Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.51M in Q2 2026.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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