Commonwealth Retirement Investments’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Commonwealth Retirement Investments’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 Q1	$1.86M	Buy	51,453 +6,897	+15%	+$263K	0.58%	48
2025 Q4	$1.72M	Buy	44,556 +4,248	+11%	+$163K	0.55%	49
2025 Q3	$1.53M	Buy	40,308 +3,035	+8%	+$111K	0.52%	52
2025 Q2	$1.33M	Buy	+37,273	New	+$1.23M	0.5%	56

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Retirement Investments's THRO Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 15% in Q1 2026, buying an estimated $263K and bringing the position to 51,453 shares worth $1.86M. The position accounts for 0.58% of the portfolio, ranked #48.

Commonwealth Retirement Investments first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

Commonwealth Retirement Investments held 51,453 shares of iShares U.S. Thematic Rotation Active ETF worth $1.86M as of Q1 2026.
Commonwealth Retirement Investments bought 6,897 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $263K.
iShares U.S. Thematic Rotation Active ETF made up 0.58% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #48 holding.
Commonwealth Retirement Investments first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.