FFA
THRO

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Farther Finance Advisors's THRO Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 23% in Q2 2026, selling an estimated $3.46M and leaving 282,158 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #188.

Farther Finance Advisors first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.4M in Q1 2026. 88 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Farther Finance Advisors held 282,158 shares of iShares U.S. Thematic Rotation Active ETF worth $12.2M as of Q2 2026.
  • Farther Finance Advisors sold 83,671 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $3.46M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #188 holding.
  • Farther Finance Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $13.4M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.