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 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

PAS

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Barnes Wealth Management Group's THRO Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 0.25% in Q2 2026, selling an estimated $3.85K and leaving 37,639 shares worth $1.62M. The position accounts for 0.75% of the portfolio, ranked #33.

Barnes Wealth Management Group first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Barnes Wealth Management Group held 37,639 shares of iShares U.S. Thematic Rotation Active ETF worth $1.62M as of Q2 2026.
Barnes Wealth Management Group sold 93 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $3.85K.
iShares U.S. Thematic Rotation Active ETF made up 0.75% of Barnes Wealth Management Group's portfolio in Q2 2026, its #33 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 5 quarters since.
180 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.