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

Northwestern Mutual 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 Q1	$109M	Buy	3,015,285 +383,985	+15%	+$14.6M	0.07%	147
2025 Q4	$101M	Buy	2,631,300 +1,017,618	+63%	+$38.9M	0.06%	153
2025 Q3	$61.1M	Buy	1,613,682 +636,183	+65%	+$23.3M	0.04%	221
2025 Q2	$34.8M	Buy	+977,499	New	+$32.2M	0.03%	298

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwestern Mutual Wealth Management's THRO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 15% in Q1 2026, buying an estimated $14.6M and bringing the position to 3,015,285 shares worth $109M. The position accounts for 0.07% of the portfolio, ranked #147.

Northwestern Mutual Wealth Management first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

Northwestern Mutual Wealth Management held 3,015,285 shares of iShares U.S. Thematic Rotation Active ETF worth $109M as of Q1 2026.
Northwestern Mutual Wealth Management bought 383,985 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $14.6M.
iShares U.S. Thematic Rotation Active ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #147 holding.
Northwestern Mutual Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.