CWM
THRO

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

Certus 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
2025
Q3 		$3.21M Buy
84,708
+6,380
+8% +$234K 1.92% 16
2025
Q2 		$2.79M Buy
+78,328
New +$2.58M 1.79% 16

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Certus Wealth Management's THRO Position: Q3 2025 in Review

Certus Wealth Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 8.1% in Q3 2025, buying an estimated $234K and bringing the position to 84,708 shares worth $3.21M. The position accounts for 1.92% of the portfolio, ranked #16.

Certus Wealth Management first reported a position in THRO in Q2 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

  • Certus Wealth Management held 84,708 shares of iShares U.S. Thematic Rotation Active ETF worth $3.21M as of Q3 2025.
  • Certus Wealth Management bought 6,380 iShares U.S. Thematic Rotation Active ETF shares in Q3 2025, an estimated $234K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.92% of Certus Wealth Management's portfolio in Q3 2025, its #16 holding.
  • Certus Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.