Guardian Wealth Advisors (North Carolina)’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,123	Closed	-$40.7K	–	628
2026 Q1	$40.7K	Buy	+1,123	New	+$42.8K	﹤0.01%	448
2025 Q3	–	Sell	-1,333	Closed	-$47.4K	–	573
2025 Q2	$47.4K	Sell	1,333 -423	-24%	-$13.9K	﹤0.01%	399
2025 Q1	$55.6K	Buy	+1,756	New	+$59.1K	﹤0.01%	375

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s THRO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026, closing a stake of 1,123 shares — an estimated $40.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in THRO in Q1 2025 and held it in 3 quarters. The position peaked at $55.6K in Q1 2025. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,123 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $40.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares U.S. Thematic Rotation Active ETF position peaked at $55.6K in Q1 2025.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.