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

Physician 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 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	$9.54M	Buy	+268,198	New	+$8.83M	1.5%	19

Other funds holding THRO

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Physician Wealth Advisors's THRO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 36% in Q2 2026, selling an estimated $4.7M and leaving 201,376 shares worth $8.68M. The position accounts for 1.04% of the portfolio, ranked #21.

Physician Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q1 2026. 240 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Physician Wealth Advisors held 201,376 shares of iShares U.S. Thematic Rotation Active ETF worth $8.68M as of Q2 2026.
Physician Wealth Advisors sold 113,609 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $4.7M.
iShares U.S. Thematic Rotation Active ETF made up 1.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Physician Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $11.4M in Q1 2026.
240 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.