KNW
THRO

Kesler Norman & Wride’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Kesler Norman & Wride’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
2024
Q4 		– Sell
-11,566
Closed -$379K – 248
2024
Q3 		$379K Buy
+11,566
New +$363K 0.07% 197

Other funds holding THRO

OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kesler Norman & Wride's THRO Position: Q4 2024 in Review

Kesler Norman & Wride sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q4 2024, closing a stake of 11,566 shares — an estimated $379K sold.

Kesler Norman & Wride first reported a position in THRO in Q3 2024 and held it in 1 quarter. The position peaked at $379K in Q3 2024. 6 funds tracked by Wall St. Rank hold THRO as of Q4 2024.

  • Kesler Norman & Wride reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 11,566 iShares U.S. Thematic Rotation Active ETF shares in Q4 2024, an estimated $379K.
  • Kesler Norman & Wride first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2024 and held it in 1 quarter.
  • Kesler Norman & Wride's iShares U.S. Thematic Rotation Active ETF position peaked at $379K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.