TWM
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Thrive Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Thrive Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Sell
3,341
-155
-4% -$43.6K 0.13% 81
2026
Q1 		$867K Buy
3,496
+21
+0.6% +$5.42K 0.13% 84
2025
Q4 		$856K Sell
3,475
-269
-7% -$66.1K 0.13% 90
2025
Q3 		$906K Buy
3,744
+126
+3% +$28.9K 0.14% 86
2025
Q2 		$781K Buy
3,618
+2
+0.1% +$402 0.13% 97
2025
Q1 		$721K Sell
3,616
-453
-11% -$98.3K 0.14% 89
2024
Q4 		$899K Buy
4,069
+842
+26% +$192K 0.16% 76
2024
Q3 		$713K Sell
3,227
-621
-16% -$133K 0.13% 89
2024
Q2 		$781K Sell
3,848
-140
-4% -$28.3K 0.15% 80
2024
Q1 		$839K Buy
3,988
+34
+0.9% +$6.78K 0.17% 75
2023
Q4 		$794K Buy
3,954
+674
+21% +$121K 0.18% 74
2023
Q3 		$580K Buy
3,280
+25
+0.8% +$4.69K 0.15% 87
2023
Q2 		$610K Sell
3,255
-105
-3% -$18.7K 0.16% 85
2023
Q1 		$599K Sell
3,360
-3,001
-47% -$553K 0.15% 79
2022
Q4 		$1.11M Buy
6,361
+2,860
+82% +$509K 0.32% 37
2022
Q3 		$577K Sell
3,501
-114
-3% -$20.8K 0.2% 73
2022
Q2 		$612K Sell
3,615
-137
-4% -$25.3K 0.21% 60
2022
Q1 		$770K Buy
3,752
+484
+15% +$98.7K 0.23% 47
2021
Q4 		$727K Buy
+3,268
New +$738K 0.25% 46

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Thrive Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, selling an estimated $43.6K and leaving 3,341 shares worth $1M. The position accounts for 0.13% of the portfolio, ranked #81.

Thrive Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Thrive Wealth Management held 3,341 shares of iShares Russell 2000 ETF worth $1M as of Q2 2026.
  • Thrive Wealth Management sold 155 iShares Russell 2000 ETF shares in Q2 2026, an estimated $43.6K.
  • iShares Russell 2000 ETF made up 0.13% of Thrive Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Thrive Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's iShares Russell 2000 ETF position peaked at $1.11M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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