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THRO

MLG Wealth Management DBA Pine Grove Financial Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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
2025
Q4 		$10.2M Buy
+263,813
New +$10.1M 1.23% 27

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's THRO Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q4 2025: 263,813 shares worth $10.2M. The stake represents 1.23% of the portfolio and ranks #27 among its holdings.

451 funds tracked by Wall St. Rank hold THRO as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 263,813 shares of iShares U.S. Thematic Rotation Active ETF worth $10.2M as of Q4 2025.
  • iShares U.S. Thematic Rotation Active ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares U.S. Thematic Rotation Active ETF made up 1.23% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #27 holding.
  • 451 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.