TWM
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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 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. 490 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.
  • 490 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.