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

Hobbs 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	$3.62M	Buy	82,284 +2,119	+3%	+$92.1K	2.97%	10
2026 Q2	$3.46M	Sell	80,165 -42,585	-35%	-$1.76M	2.92%	12
2026 Q1	$4.45M	Buy	122,750 +2,284	+2%	+$87K	4.4%	9
2025 Q4	$4.65M	Buy	120,466 +312	+0.3%	+$11.9K	4.52%	10
2025 Q3	$4.55M	Buy	120,154 +2,949	+3%	+$108K	3.82%	9
2025 Q2	$4.17M	Buy	+117,205	New	+$3.86M	3.98%	9

Other funds holding THRO

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

Hobbs Wealth Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 2.6% in Q3 2026, buying an estimated $92.1K and bringing the position to 82,284 shares worth $3.62M. The position accounts for 2.97% of the portfolio, ranked #10.

Hobbs Wealth Management first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.65M in Q4 2025. 259 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

Hobbs Wealth Management held 82,284 shares of iShares U.S. Thematic Rotation Active ETF worth $3.62M as of Q3 2026.
Hobbs Wealth Management bought 2,119 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $92.1K.
iShares U.S. Thematic Rotation Active ETF made up 2.97% of Hobbs Wealth Management's portfolio in Q3 2026, its #10 holding.
Hobbs Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
Hobbs Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $4.65M in Q4 2025.
259 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Hobbs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.