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

Golden State 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 Q2	$6.98M	Buy	161,956 +117,036	+261%	+$4.84M	0.64%	30
2026 Q1	$1.63M	Buy	44,920 +36,276	+420%	+$1.38M	0.18%	117
2025 Q4	$333K	Buy	8,644 +2,374	+38%	+$90.8K	0.04%	311
2025 Q3	$237K	Buy	6,270 +1,154	+23%	+$42.2K	0.03%	353
2025 Q2	$182K	Buy	+5,116	New	+$168K	0.02%	372

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's THRO Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 261% in Q2 2026, buying an estimated $4.84M and bringing the position to 161,956 shares worth $6.98M. The position accounts for 0.64% of the portfolio, ranked #30.

Golden State Wealth Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Golden State Wealth Management held 161,956 shares of iShares U.S. Thematic Rotation Active ETF worth $6.98M as of Q2 2026.
Golden State Wealth Management bought 117,036 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $4.84M.
iShares U.S. Thematic Rotation Active ETF made up 0.64% of Golden State Wealth Management's portfolio in Q2 2026, its #30 holding.
Golden State Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.