Pine Grove Financial Group
THRO icon

Pine Grove Financial Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Pine Grove Financial Group’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 		$9.41M Buy
214,065
+15,453
+8% +$672K 0.91% 34
2026
Q2 		$8.57M Sell
198,612
-89,895
-31% -$3.72M 0.87% 34
2026
Q1 		$10.5M Buy
288,507
+24,694
+9% +$941K 1.21% 29
2025
Q4 		$10.2M Buy
+263,813
New +$10.1M 1.23% 27

Other funds holding THRO

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pine Grove Financial Group's THRO Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 7.8% in Q3 2026, buying an estimated $672K and bringing the position to 214,065 shares worth $9.41M. The position accounts for 0.91% of the portfolio, ranked #34.

Pine Grove Financial Group first reported a position in THRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.5M in Q1 2026. 127 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Pine Grove Financial Group held 214,065 shares of iShares U.S. Thematic Rotation Active ETF worth $9.41M as of Q3 2026.
  • Pine Grove Financial Group bought 15,453 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $672K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.91% of Pine Grove Financial Group's portfolio in Q3 2026, its #34 holding.
  • Pine Grove Financial Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares U.S. Thematic Rotation Active ETF position peaked at $10.5M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.