Thrive Wealth Management
IWR icon

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
Q3 		$281K Hold
2,634
– – 0.03% 205
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

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

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

Thrive Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,634 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #205.

Thrive Wealth Management first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $291K in Q2 2026. 490 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Thrive Wealth Management held 2,634 shares of iShares Russell Mid-Cap ETF worth $281K as of Q3 2026.
  • Thrive Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Thrive Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Thrive Wealth Management's iShares Russell Mid-Cap ETF position peaked at $291K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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