Thrive Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	2,634 +1	+0%	+$105	0.04%	199
2026 Q1	$256K	Hold	2,633	–	–	0.04%	198
2025 Q4	$253K	Buy	2,633 +40	+2%	+$3.85K	0.04%	202
2025 Q3	$250K	Hold	2,593	–	–	0.04%	204
2025 Q2	$238K	Hold	2,593	–	–	0.04%	206
2025 Q1	$221K	Sell	2,593 -263	-9%	-$23.5K	0.04%	201
2024 Q4	$252K	Buy	2,856 +221	+8%	+$20.1K	0.05%	168
2024 Q3	$232K	Buy	2,635 +2	+0.1%	+$169	0.04%	200
2024 Q2	$214K	Hold	2,633	–	–	0.04%	197
2024 Q1	$221K	Buy	2,633 +1	+0%	+$79	0.05%	196
2023 Q4	$205K	Buy	+2,632	New	+$187K	0.05%	188

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Thrive Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,634 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #199.

Thrive Wealth Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Thrive Wealth Management held 2,634 shares of iShares Russell Mid-Cap ETF worth $291K as of Q2 2026.
Thrive Wealth Management bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #199 holding.
Thrive Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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