BHWM
THRO

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

Beaird Harris Wealth Management’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 		$33.8K Buy
+784
New +$32.4K ﹤0.01% 292

Other funds holding THRO

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management's THRO Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 784 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings.

88 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Beaird Harris Wealth Management held 784 shares of iShares U.S. Thematic Rotation Active ETF worth $33.8K as of Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #292 holding.
  • 88 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.