EWG Elevate’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

EWG Elevate’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	$757K	Buy	+19,984	New	+$732K	0.24%	68

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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EWG Elevate's THRO Position: Q3 2025 in Review

EWG Elevate opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2025: 19,984 shares worth $757K. The stake represents 0.24% of the portfolio and ranks #68 among its holdings.

370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

EWG Elevate held 19,984 shares of iShares U.S. Thematic Rotation Active ETF worth $757K as of Q3 2025.
iShares U.S. Thematic Rotation Active ETF was a new EWG Elevate position in Q3 2025.
iShares U.S. Thematic Rotation Active ETF made up 0.24% of EWG Elevate's portfolio in Q3 2025, its #68 holding.
370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.