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 Q2	$2.37M	Buy	54,861 +3,408	+7%	+$141K	0.64%	46
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 $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Retirement Investments's THRO Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 6.6% in Q2 2026, buying an estimated $141K and bringing the position to 54,861 shares worth $2.37M. The position accounts for 0.64% of the portfolio, ranked #46.

Commonwealth Retirement Investments first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Commonwealth Retirement Investments held 54,861 shares of iShares U.S. Thematic Rotation Active ETF worth $2.37M as of Q2 2026.
Commonwealth Retirement Investments bought 3,408 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $141K.
iShares U.S. Thematic Rotation Active ETF made up 0.64% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #46 holding.
Commonwealth Retirement Investments first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.