Cassaday & Co Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Cassaday & Co 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	$3.84K	Buy	+89	New	+$3.68K	﹤0.01%	979

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cassaday & Co Wealth Management's THRO Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 89 shares worth $3.84K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings.

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

Cassaday & Co Wealth Management held 89 shares of iShares U.S. Thematic Rotation Active ETF worth $3.84K as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #979 holding.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.