KCM
THRO

Key Capital Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Key Capital 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
Q2 		$438K Buy
10,166
+1,339
+15% +$55.4K 0.23% 53
2026
Q1 		$320K Buy
8,827
+5,447
+161% +$208K 0.21% 55
2025
Q4 		$130K Buy
+3,380
New +$129K 0.13% 79

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Key Capital Management's THRO Position: Q2 2026 in Review

Key Capital Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 15% in Q2 2026, buying an estimated $55.4K and bringing the position to 10,166 shares worth $438K. The position accounts for 0.23% of the portfolio, ranked #53.

Key Capital Management first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Key Capital Management held 10,166 shares of iShares U.S. Thematic Rotation Active ETF worth $438K as of Q2 2026.
  • Key Capital Management bought 1,339 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $55.4K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.23% of Key Capital Management's portfolio in Q2 2026, its #53 holding.
  • Key Capital Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.