Beacon Financial Advisory’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
NA
Beacon Financial Advisory's THRO Position: Q1 2026 in Review
Beacon Financial Advisory increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 25% in Q1 2026, buying an estimated $166K and bringing the position to 21,810 shares worth $790K. The position accounts for 0.18% of the portfolio, ranked #160.
Beacon Financial Advisory first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.
- Beacon Financial Advisory held 21,810 shares of iShares U.S. Thematic Rotation Active ETF worth $790K as of Q1 2026.
- Beacon Financial Advisory bought 4,368 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $166K.
- iShares U.S. Thematic Rotation Active ETF made up 0.18% of Beacon Financial Advisory's portfolio in Q1 2026, its #160 holding.
- Beacon Financial Advisory first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
- 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.
Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.