Kingswood Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Kingswood Wealth Advisors's THRO Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $119K and leaving 6,759 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #790.
Kingswood Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- Kingswood Wealth Advisors held 6,759 shares of iShares U.S. Thematic Rotation Active ETF worth $291K as of Q2 2026.
- Kingswood Wealth Advisors sold 2,880 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $119K.
- iShares U.S. Thematic Rotation Active ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #790 holding.
- Kingswood Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
- Kingswood Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $376K in Q4 2025.
- 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.