First Heartland Consultants’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

First Heartland Consultants’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	$958K	Sell	21,787 -317	-1%	-$13.8K	0.06%	221
2026 Q2	$953K	Sell	22,104 -12,990	-37%	-$537K	0.06%	225
2026 Q1	$1.27M	Buy	35,094 +2,566	+8%	+$97.8K	0.1%	164
2025 Q4	$1.25M	Buy	32,528 +895	+3%	+$34.2K	0.1%	158
2025 Q3	$1.2M	Buy	31,633 +682	+2%	+$25K	0.1%	160
2025 Q2	$1.1M	Buy	+30,951	New	+$1.02M	0.1%	158

Other funds holding THRO

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 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

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

First Heartland Consultants's THRO Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 1.4% in Q3 2026, selling an estimated $13.8K and leaving 21,787 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #221.

First Heartland Consultants first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 18 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

First Heartland Consultants held 21,787 shares of iShares U.S. Thematic Rotation Active ETF worth $958K as of Q3 2026.
First Heartland Consultants sold 317 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $13.8K.
iShares U.S. Thematic Rotation Active ETF made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #221 holding.
First Heartland Consultants first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
First Heartland Consultants's iShares U.S. Thematic Rotation Active ETF position peaked at $1.27M in Q1 2026.
18 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.