Arcadia Wealth Management (New Hampshire)’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 Q2	$796K	Buy	18,460 +4,125	+29%	+$171K	0.25%	44
2026 Q1	$519K	Buy	14,335 +2,862	+25%	+$109K	0.19%	51
2025 Q4	$442K	Sell	11,473 -672	-6%	-$25.7K	0.16%	50
2025 Q3	$460K	Buy	12,145 +2,878	+31%	+$105K	0.18%	49
2025 Q2	$330K	Buy	9,267 +186	+2%	+$6.13K	0.14%	52
2025 Q1	$288K	Buy	+9,081	New	+$305K	0.14%	56

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s THRO Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 29% in Q2 2026, buying an estimated $171K and bringing the position to 18,460 shares worth $796K. The position accounts for 0.25% of the portfolio, ranked #44.

Arcadia Wealth Management (New Hampshire) first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 18,460 shares of iShares U.S. Thematic Rotation Active ETF worth $796K as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 4,125 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $171K.
iShares U.S. Thematic Rotation Active ETF made up 0.25% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #44 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.