MN Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

MN Wealth Advisors’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	$441K	Sell	10,025 -631	-6%	-$27.4K	0.18%	81
2026 Q2	$459K	Sell	10,656 -4,196	-28%	-$174K	0.2%	82
2026 Q1	$538K	Buy	14,852 +526	+4%	+$20K	0.26%	70
2025 Q4	$552K	Buy	14,326 +683	+5%	+$26.1K	0.28%	62
2025 Q3	$517K	Buy	13,643 +404	+3%	+$14.8K	0.28%	68
2025 Q2	$471K	Buy	+13,239	New	+$436K	0.27%	67

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MN Wealth Advisors's THRO Position: Q3 2026 in Review

MN Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5.9% in Q3 2026, selling an estimated $27.4K and leaving 10,025 shares worth $441K. The position accounts for 0.18% of the portfolio, ranked #81.

MN Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $552K in Q4 2025. 158 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

MN Wealth Advisors held 10,025 shares of iShares U.S. Thematic Rotation Active ETF worth $441K as of Q3 2026.
MN Wealth Advisors sold 631 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $27.4K.
iShares U.S. Thematic Rotation Active ETF made up 0.18% of MN Wealth Advisors's portfolio in Q3 2026, its #81 holding.
MN Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 6 quarters since.
MN Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $552K in Q4 2025.
158 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.