Legacy Advisory Services
THRO icon

Legacy Advisory Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Legacy Advisory Services’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
Q3 		$1.66M Buy
+37,657
New +$1.64M 1.19% 20

Other funds holding THRO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Advisory Services's THRO Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026: 37,657 shares worth $1.66M. The stake represents 1.19% of the portfolio and ranks #20 among its holdings.

158 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Legacy Advisory Services held 37,657 shares of iShares U.S. Thematic Rotation Active ETF worth $1.66M as of Q3 2026.
  • iShares U.S. Thematic Rotation Active ETF was a new Legacy Advisory Services position in Q3 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 1.19% of Legacy Advisory Services's portfolio in Q3 2026, its #20 holding.
  • 158 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.