Physician Wealth Advisors’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
Q3
$9.09M Buy
206,710
+5,334
+3% +$232K 1.05% 19
2026
Q2
$8.68M Sell
201,376
-113,609
-36% -$4.7M 1.04% 21
2026
Q1
$11.4M Buy
314,985
+20,157
+7% +$768K 1.59% 17
2025
Q4
$11.4M Buy
294,828
+13,038
+5% +$499K 1.58% 19
2025
Q3
$10.7M Buy
281,790
+13,592
+5% +$498K 1.52% 20
2025
Q2
$9.5M Buy
+268,198
New +$8.83M 1.5% 19

Other funds holding THRO

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

Physician Wealth Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 2.6% in Q3 2026, buying an estimated $232K and bringing the position to 206,710 shares worth $9.09M. The position accounts for 1.05% of the portfolio, ranked #19.

Physician Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q1 2026. 223 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Physician Wealth Advisors held 206,710 shares of iShares U.S. Thematic Rotation Active ETF worth $9.09M as of Q3 2026.
  • Physician Wealth Advisors bought 5,334 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $232K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Physician 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.
  • Physician Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $11.4M in Q1 2026.
  • 223 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.