GWM
THRO

Gilpin Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Gilpin Wealth Management’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 		$1.45K Hold
33
– – ﹤0.01% 642
2026
Q2 		$1.42K Sell
33
-20
-38% -$827 ﹤0.01% 469
2026
Q1 		$1.92K Buy
53
+15
+39% +$572 ﹤0.01% 428
2025
Q4 		$1.47K Buy
+38
New +$1.45K ﹤0.01% 408

Other funds holding THRO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
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
CA
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Gilpin Wealth Management's THRO Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q3 2026 at 33 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Gilpin Wealth Management first reported a position in THRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.92K in Q1 2026. 18 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Gilpin Wealth Management held 33 shares of iShares U.S. Thematic Rotation Active ETF worth $1.45K as of Q3 2026.
  • Gilpin Wealth Management left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q3 2026.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #642 holding.
  • Gilpin Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $1.92K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.