Foundations Investment Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Foundations Investment 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	$80.9M	Buy	1,838,370 +56,563	+3%	+$2.46M	0.8%	26
2026 Q2	$76.8M	Sell	1,781,807 -69,597	-4%	-$2.88M	0.79%	26
2026 Q1	$67.1M	Buy	1,851,404 +197,425	+12%	+$7.52M	0.83%	27
2025 Q4	$63.8M	Buy	1,653,979 +127,961	+8%	+$4.9M	0.84%	27
2025 Q3	$57.8M	Buy	1,526,018 +121,803	+9%	+$4.46M	0.84%	28
2025 Q2	$50M	Buy	1,404,215 +1,224,193	+680%	+$40.3M	0.79%	31
2025 Q1	$5.7M	Buy	+180,022	New	+$6.06M	0.11%	186

Other funds holding THRO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Foundations Investment Advisors's THRO Position: Q3 2026 in Review

Foundations Investment Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 3.2% in Q3 2026, buying an estimated $2.46M and bringing the position to 1,838,370 shares worth $80.9M. The position accounts for 0.8% of the portfolio, ranked #26.

Foundations Investment Advisors first reported a position in THRO in Q1 2025 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Foundations Investment Advisors held 1,838,370 shares of iShares U.S. Thematic Rotation Active ETF worth $80.9M as of Q3 2026.
Foundations Investment Advisors bought 56,563 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $2.46M.
iShares U.S. Thematic Rotation Active ETF made up 0.8% of Foundations Investment Advisors's portfolio in Q3 2026, its #26 holding.
Foundations Investment Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Foundations Investment Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.