Wavvest Wealth LLC’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Wavvest Wealth LLC’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	$988K	Buy	+22,473	New	+$977K	0.8%	37

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

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

Wavvest Wealth LLC's THRO Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026: 22,473 shares worth $988K. The stake represents 0.8% of the portfolio and ranks #37 among its holdings.

158 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Wavvest Wealth LLC held 22,473 shares of iShares U.S. Thematic Rotation Active ETF worth $988K as of Q3 2026.
iShares U.S. Thematic Rotation Active ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.8% of Wavvest Wealth LLC's portfolio in Q3 2026, its #37 holding.
158 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.