Farther Finance Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Farther Finance Advisors’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 Q3	$12.4M	Sell	282,051 -107	-0%	-$4.65K	0.09%	191
2026 Q2	$12.2M	Sell	282,158 -83,671	-23%	-$3.46M	0.1%	188
2026 Q1	$13.4M	Buy	365,829 +23,326	+7%	+$889K	0.13%	139
2025 Q4	$13.2M	Buy	342,503 +84,874	+33%	+$3.25M	0.14%	131
2025 Q3	$9.75M	Buy	257,629 +73,658	+40%	+$2.7M	0.15%	125
2025 Q2	$6.55M	Buy	183,971 +138,271	+303%	+$4.55M	0.13%	145
2025 Q1	$1.46M	Buy	+45,700	New	+$1.54M	0.04%	376

Other funds holding THRO

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Farther Finance Advisors's THRO Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 0.04% in Q3 2026, selling an estimated $4.65K and leaving 282,051 shares worth $12.4M. The position accounts for 0.09% of the portfolio, ranked #191.

Farther Finance Advisors first reported a position in THRO in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.4M in Q1 2026. 15 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Farther Finance Advisors held 282,051 shares of iShares U.S. Thematic Rotation Active ETF worth $12.4M as of Q3 2026.
Farther Finance Advisors sold 107 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $4.65K.
iShares U.S. Thematic Rotation Active ETF made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #191 holding.
Farther Finance Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $13.4M in Q1 2026.
15 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.