ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 5,951 Value ($000) $1,252 Avg Close — Range —
Q3 2025
Shares 5,959 Value ($000) $1,213 Avg Close — Range —
Q2 2025
Shares 5,896 Value ($000) $1,145 Avg Close — Range —
Q1 2025
Shares 5,534 Value ($000) $1,041 Avg Close — Range —
Q4 2024
Shares 6,758 Value ($000) $1,251 Avg Close — Range —
Q3 2024
Shares 5,695 Value ($000) $1,081 Avg Close — Range —
Q2 2024
Shares 5,866 Value ($000) $1,023 Avg Close — Range —
Q1 2024
Shares 5,957 Value ($000) $1,067 Avg Close — Range —
Q4 2023
Shares 7,748 Value ($000) $1,280 Avg Close — Range —
Q3 2023
Shares 5,628 Value ($000) $854 Avg Close — Range —
Q2 2023
Shares 5,764 Value ($000) $910 Avg Close — Range —
Q1 2023
Shares 5,318 Value ($000) $810 Avg Close — Range —
Q4 2022
Shares 5,537 Value ($000) $840 Avg Close — Range —
Q3 2022
Shares 5,185 Value ($000) $705 Avg Close — Range —
Q2 2022
Shares 4,373 Value ($000) $634 Avg Close — Range —
Q1 2022
Shares 4,232 Value ($000) $702 Avg Close — Range —
Q4 2021
Shares 4,284 Value ($000) $719 Avg Close — Range —