B. Riley Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

B. Riley Wealth Advisors’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	$1.23M	Buy	28,038 +2,608	+10%	+$113K	0.05%	335
2026 Q2	$1.08M	Sell	25,430 -12,276	-33%	-$508K	0.06%	295
2026 Q1	$1.32M	Sell	37,706 -1,691	-4%	-$64.4K	0.08%	231
2025 Q4	$1.52M	Buy	39,397 +1,328	+3%	+$50.8K	0.07%	259
2025 Q3	$1.44M	Buy	38,069 +1,772	+5%	+$64.9K	0.07%	262
2025 Q2	$1.29M	Buy	+36,297	New	+$1.2M	0.06%	292

Other funds holding THRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

B. Riley Wealth Advisors's THRO Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 10% in Q3 2026, buying an estimated $113K and bringing the position to 28,038 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #335.

B. Riley Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 313 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

B. Riley Wealth Advisors held 28,038 shares of iShares U.S. Thematic Rotation Active ETF worth $1.23M as of Q3 2026.
B. Riley Wealth Advisors bought 2,608 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $113K.
iShares U.S. Thematic Rotation Active ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #335 holding.
B. Riley Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
B. Riley Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.52M in Q4 2025.
313 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.