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

LongView 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	$216K	Sell	5,020 -2,481	-33%	-$103K	0.06%	217
2026 Q1	$294K	Buy	7,501 +1,512	+25%	+$57.6K	0.07%	196
2025 Q4	$236K	Buy	+5,989	New	+$229K	0.06%	233

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 33% in Q2 2026, selling an estimated $103K and leaving 5,020 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #217.

LongView Wealth Management first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

LongView Wealth Management held 5,020 shares of iShares U.S. Thematic Rotation Active ETF worth $216K as of Q2 2026.
LongView Wealth Management sold 2,481 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $103K.
iShares U.S. Thematic Rotation Active ETF made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #217 holding.
LongView Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
LongView Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $294K in Q1 2026.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.