CWP
THRO

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

Clark Wealth 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
Q2 		$37.3K Hold
865
– – 0.02% 138
2026
Q1 		$31.3K Sell
865
-125
-13% -$4.76K 0.02% 135
2025
Q4 		$38.2K Hold
990
– – 0.02% 120
2025
Q3 		$38.2K Buy
+990
New +$36.2K 0.02% 120

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clark Wealth Partners's THRO Position: Q2 2026 in Review

Clark Wealth Partners held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q2 2026 at 865 shares worth $37.3K. The position accounts for 0.02% of the portfolio, ranked #138.

Clark Wealth Partners first reported a position in THRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.2K in Q4 2025. 471 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Clark Wealth Partners held 865 shares of iShares U.S. Thematic Rotation Active ETF worth $37.3K as of Q2 2026.
  • Clark Wealth Partners left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Clark Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $38.2K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.