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Thryve Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Thryve Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,294
Closed -$334K – 44
2026
Q1 		$334K Sell
2,294
-404
-15% -$60K 0.22% 34
2025
Q4 		$381K Buy
+2,698
New +$377K 0.19% 63

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thryve Wealth Management's IWS Position: Q2 2026 in Review

Thryve Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 2,294 shares — an estimated $334K sold.

Thryve Wealth Management first reported a position in IWS in Q4 2025 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Thryve Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Thryve Wealth Management sold 2,294 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $334K.
  • Thryve Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Thryve Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $381K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.