LFG
THRO

Larson Financial Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Larson 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
2026
Q1 		$5.11K Buy
141
+82
+139% +$3.13K ﹤0.01% 2602
2025
Q4 		$2.27K Buy
59
+30
+103% +$1.15K ﹤0.01% 2743
2025
Q3 		$1.1K Buy
+29
New +$1.06K ﹤0.01% 2894
2025
Q2 		– Sell
-29
Closed -$919 – 3528
2025
Q1 		$919 Buy
+29
New +$976 ﹤0.01% 2410

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Larson Financial Group's THRO Position: Q1 2026 in Review

Larson Financial Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 139% in Q1 2026, buying an estimated $3.13K and bringing the position to 141 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Larson Financial Group first reported a position in THRO in Q1 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Larson Financial Group held 141 shares of iShares U.S. Thematic Rotation Active ETF worth $5.11K as of Q1 2026.
  • Larson Financial Group bought 82 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $3.13K.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2602 holding.
  • Larson Financial Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.