GWP
THRO

Gen-Wealth Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Gen-Wealth Partners’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 		$4.67M Sell
108,320
-28,880
-21% -$1.19M 1.3% 11
2026
Q1 		$4.97M Buy
137,200
+9,419
+7% +$359K 1.57% 9
2025
Q4 		$4.93M Buy
127,781
+14,028
+12% +$537K 1.58% 9
2025
Q3 		$4.31M Buy
113,753
+9,371
+9% +$343K 1.46% 10
2025
Q2 		$3.71M Buy
104,382
+78,955
+311% +$2.6M 1.43% 10
2025
Q1 		$806K Buy
+25,427
New +$855K 0.34% 82

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gen-Wealth Partners's THRO Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 21% in Q2 2026, selling an estimated $1.19M and leaving 108,320 shares worth $4.67M. The position accounts for 1.3% of the portfolio, ranked #11.

Gen-Wealth Partners first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.97M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Gen-Wealth Partners held 108,320 shares of iShares U.S. Thematic Rotation Active ETF worth $4.67M as of Q2 2026.
  • Gen-Wealth Partners sold 28,880 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.19M.
  • iShares U.S. Thematic Rotation Active ETF made up 1.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Gen-Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Gen-Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $4.97M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.