CP
THRO

Castleview Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Castleview Partners’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
Q3 		$357K Buy
8,107
+951
+13% +$41.3K 0.16% 146
2026
Q2 		$308K Buy
+7,156
New +$296K 0.14% 164

Other funds holding THRO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Castleview Partners's THRO Position: Q3 2026 in Review

Castleview Partners increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 13% in Q3 2026, buying an estimated $41.3K and bringing the position to 8,107 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #146.

Castleview Partners first reported a position in THRO in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Castleview Partners held 8,107 shares of iShares U.S. Thematic Rotation Active ETF worth $357K as of Q3 2026.
  • Castleview Partners bought 951 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $41.3K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.16% of Castleview Partners's portfolio in Q3 2026, its #146 holding.
  • Castleview Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.