McKinley Carter Wealth Services’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
Q2
$13.6M Buy
314,636
+14,897
+5% +$616K 0.7% 32
2026
Q1
$10.9M Buy
299,739
+237,324
+380% +$9.04M 0.63% 37
2025
Q4
$2.41M Buy
+62,415
New +$2.39M 0.13% 115

Other funds holding THRO

McKinley Carter Wealth Services's THRO Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5% in Q2 2026, buying an estimated $616K and bringing the position to 314,636 shares worth $13.6M. The position accounts for 0.7% of the portfolio, ranked #32.

McKinley Carter Wealth Services first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • McKinley Carter Wealth Services held 314,636 shares of iShares U.S. Thematic Rotation Active ETF worth $13.6M as of Q2 2026.
  • McKinley Carter Wealth Services bought 14,897 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $616K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.7% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #32 holding.
  • McKinley Carter Wealth Services first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.