Barnes Wealth Management Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Barnes Wealth Management Group’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	$1.67M	Buy	38,023 +384	+1%	+$16.7K	0.75%	34
2026 Q2	$1.62M	Sell	37,639 -93	-0.2%	-$3.85K	0.75%	33
2026 Q1	$1.37M	Buy	37,732 +1,170	+3%	+$44.6K	0.69%	38
2025 Q4	$1.41M	Buy	36,562 +291	+0.8%	+$11.1K	0.75%	37
2025 Q3	$1.37M	Sell	36,271 -64	-0.2%	-$2.34K	0.76%	38
2025 Q2	$1.29M	Buy	+36,335	New	+$1.2M	0.76%	40

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

Barnes Wealth Management Group's THRO Position: Q3 2026 in Review

Barnes Wealth Management Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 1% in Q3 2026, buying an estimated $16.7K and bringing the position to 38,023 shares worth $1.67M. The position accounts for 0.75% of the portfolio, ranked #34.

Barnes Wealth Management Group first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Barnes Wealth Management Group held 38,023 shares of iShares U.S. Thematic Rotation Active ETF worth $1.67M as of Q3 2026.
Barnes Wealth Management Group bought 384 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $16.7K.
iShares U.S. Thematic Rotation Active ETF made up 0.75% of Barnes Wealth Management Group's portfolio in Q3 2026, its #34 holding.
Barnes Wealth Management Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
315 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.