BWA
THRO

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

BCU 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
Q2 		$1.16M Sell
27,017
-11,849
-30% -$490K 0.39% 25
2026
Q1 		$1.41M Buy
38,866
+2,007
+5% +$76.5K 0.52% 22
2025
Q4 		$1.42M Buy
36,859
+620
+2% +$23.7K 0.54% 21
2025
Q3 		$1.37M Buy
36,239
+2,921
+9% +$107K 0.56% 21
2025
Q2 		$1.19M Buy
+33,318
New +$1.1M 0.53% 20

Other funds holding THRO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

BCU Wealth Advisors's THRO Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $490K and leaving 27,017 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #25.

BCU Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2025. 101 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • BCU Wealth Advisors held 27,017 shares of iShares U.S. Thematic Rotation Active ETF worth $1.16M as of Q2 2026.
  • BCU Wealth Advisors sold 11,849 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $490K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.39% of BCU Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • BCU Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • BCU Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.42M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.