ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,149 Value ($000) $4,212 Avg Close Range
Q3 2025
Shares 6,188 Value ($000) $4,142 Avg Close Range
Q2 2025
Shares 6,307 Value ($000) $3,916 Avg Close Range
Q1 2025
Shares 6,299 Value ($000) $3,539 Avg Close Range
Q4 2024
Shares 7,085 Value ($000) $4,171 Avg Close Range
Q3 2024
Shares 5,617 Value ($000) $3,240 Avg Close Range
Q2 2024
Shares 6,031 Value ($000) $3,301 Avg Close Range
Q1 2024
Shares 5,885 Value ($000) $3,094 Avg Close Range
Q4 2023
Shares 7,357 Value ($000) $3,514 Avg Close Range
Q3 2023
Shares 6,109 Value ($000) $2,624 Avg Close Range
Q2 2023
Shares 7,053 Value ($000) $3,144 Avg Close Range
Q1 2023
Shares 4,836 Value ($000) $1,988 Avg Close Range
Q4 2022
Shares 16,384 Value ($000) $6,295 Avg Close Range
Q3 2022
Shares 3,882 Value ($000) $1,392 Avg Close Range
Q2 2022
Shares 4,165 Value ($000) $1,579 Avg Close Range
Q1 2022
Shares 4,239 Value ($000) $1,923 Avg Close Range
Q4 2021
Shares 3,413 Value ($000) $1,628 Avg Close Range