LWM
THRO

Liberty Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Liberty Wealth 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 		$8.29M Hold
228,895
– – 1.04% 25
2026
Q1 		$8.29M Buy
228,895
+105,312
+85% +$4.01M 1.04% 25
2025
Q4 		$4.74M Buy
123,583
+12,463
+11% +$477K 0.61% 45
2025
Q3 		$4.21M Buy
111,120
+18,872
+20% +$691K 0.59% 44
2025
Q2 		$3.28M Buy
+92,248
New +$3.04M 0.51% 46

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's THRO Position: Q2 2026 in Review

Liberty Wealth Management held its iShares U.S. Thematic Rotation Active ETF (THRO) position steady in Q2 2026 at 228,895 shares worth $8.29M. The position accounts for 1.04% of the portfolio, ranked #25.

Liberty Wealth Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Liberty Wealth Management held 228,895 shares of iShares U.S. Thematic Rotation Active ETF worth $8.29M as of Q2 2026.
  • Liberty Wealth Management left its iShares U.S. Thematic Rotation Active ETF share count unchanged in Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 1.04% of Liberty Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Liberty Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.