STACKSTONE WEALTH, LLC’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio THRO Stock Details THRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$662K	Buy	+15,045	New	+$654K	0.07%	206

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

STACKSTONE WEALTH, LLC's THRO Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026: 15,045 shares worth $662K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings.

126 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

STACKSTONE WEALTH, LLC held 15,045 shares of iShares U.S. Thematic Rotation Active ETF worth $662K as of Q3 2026.
iShares U.S. Thematic Rotation Active ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.07% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #206 holding.
126 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.