CWM
THRO

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

Centurion 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 		$2.81M Sell
65,234
-8,643
-12% -$357K 0.67% 37
2026
Q1 		$2.68M Buy
73,877
+5,753
+8% +$219K 0.6% 44
2025
Q4 		$2.63M Buy
68,124
+3,846
+6% +$147K 0.58% 45
2025
Q3 		$2.43M Buy
64,278
+4,154
+7% +$152K 0.55% 46
2025
Q2 		$2.14M Buy
+60,124
New +$1.98M 0.61% 41

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

Centurion Wealth Management's THRO Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 12% in Q2 2026, selling an estimated $357K and leaving 65,234 shares worth $2.81M. The position accounts for 0.67% of the portfolio, ranked #37.

Centurion Wealth Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Centurion Wealth Management held 65,234 shares of iShares U.S. Thematic Rotation Active ETF worth $2.81M as of Q2 2026.
  • Centurion Wealth Management sold 8,643 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $357K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.67% of Centurion Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Centurion Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.