Herbst Group
THRO icon

Herbst Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Herbst Group’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 		$220K Hold
5,000
– – 0.13% 71
2026
Q2 		$216K Buy
+5,000
New +$207K 0.12% 63

Other funds holding THRO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Herbst Group's THRO Position: Q3 2026 in Review

Herbst Group held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q3 2026 at 5,000 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #71.

Herbst Group first reported a position in THRO in Q2 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Herbst Group held 5,000 shares of iShares U.S. Thematic Rotation Active ETF worth $220K as of Q3 2026.
  • Herbst Group left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q3 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.13% of Herbst Group's portfolio in Q3 2026, its #71 holding.
  • Herbst Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.