Lantern Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$802K Buy
22,155
+4,799
+28% +$183K 0.41% 62
2025
Q4
$669K Buy
17,356
+1,943
+13% +$74.3K 0.36% 76
2025
Q3
$586K Buy
15,413
+2,846
+23% +$104K 0.31% 79
2025
Q2
$447K Buy
+12,567
New +$414K 0.27% 85

Other funds holding THRO

Lantern Wealth Advisors's THRO Position: Q1 2026 in Review

Lantern Wealth Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 28% in Q1 2026, buying an estimated $183K and bringing the position to 22,155 shares worth $802K. The position accounts for 0.41% of the portfolio, ranked #62.

Lantern Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Lantern Wealth Advisors held 22,155 shares of iShares U.S. Thematic Rotation Active ETF worth $802K as of Q1 2026.
  • Lantern Wealth Advisors bought 4,799 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $183K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.41% of Lantern Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Lantern Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.