Montgomery Financial Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Montgomery Financial 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 Q2	$17.9K	Buy	+415	New	+$17.2K	0.02%	130

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

Montgomery Financial Services's THRO Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 415 shares worth $17.9K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings.

471 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Montgomery Financial Services held 415 shares of iShares U.S. Thematic Rotation Active ETF worth $17.9K as of Q2 2026.
iShares U.S. Thematic Rotation Active ETF was a new Montgomery Financial Services position in Q2 2026.
iShares U.S. Thematic Rotation Active ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #130 holding.
471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.