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 Q2	$216K	Buy	+5,000	New	+$207K	0.12%	63

Other funds holding THRO

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Herbst Group's THRO Position: Q2 2026 in Review

Herbst Group opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 5,000 shares worth $216K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings.

88 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Herbst Group held 5,000 shares of iShares U.S. Thematic Rotation Active ETF worth $216K as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new Herbst Group position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.12% of Herbst Group's portfolio in Q2 2026, its #63 holding.
88 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.