CWMK
THRO

Caliber Wealth Management (Kansas)’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.33M Sell
30,841
-1,297
-4% -$53.6K 0.13% 123
2026
Q1 		$1.16M Buy
32,138
+3,708
+13% +$141K 0.13% 125
2025
Q4 		$1.1M Buy
28,430
+3,737
+15% +$143K 0.12% 129
2025
Q3 		$935K Buy
24,693
+8,693
+54% +$318K 0.1% 136
2025
Q2 		$569K Buy
+16,000
New +$527K 0.06% 174

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s THRO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 4% in Q2 2026, selling an estimated $53.6K and leaving 30,841 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #123.

Caliber Wealth Management (Kansas) first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 271 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 30,841 shares of iShares U.S. Thematic Rotation Active ETF worth $1.33M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,297 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $53.6K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.13% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #123 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.