Forthright Family Wealth Advisory’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Forthright Family Wealth Advisory’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	$3.5M	Buy	+81,257	New	+$3.36M	1.98%	16
2026 Q1	–	Sell	-85,840	Closed	-$3.31M	–	78
2025 Q4	$3.31M	Buy	85,840 +4,374	+5%	+$167K	2.08%	16
2025 Q3	$3.08M	Buy	+81,466	New	+$2.98M	1.9%	17

Other funds holding THRO

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Forthright Family Wealth Advisory's THRO Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 81,257 shares worth $3.5M. The stake represents 1.98% of the portfolio and ranks #16 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in THRO as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in THRO in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Forthright Family Wealth Advisory held 81,257 shares of iShares U.S. Thematic Rotation Active ETF worth $3.5M as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up 1.98% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #16 holding.
Forthright Family Wealth Advisory first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 3 quarters since.
161 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.