PCS
THRO

Private Client Services’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Private Client 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
Q3 		$3.42M Buy
77,840
+59,129
+316% +$2.57M 0.92% 23
2026
Q2 		$807K Buy
18,711
+12,068
+182% +$499K 0.21% 90
2026
Q1 		$241K Buy
6,643
+934
+16% +$35.6K 0.07% 185
2025
Q4 		$220K Buy
+5,709
New +$218K 0.07% 180

Other funds holding THRO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Private Client Services's THRO Position: Q3 2026 in Review

Private Client Services increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 316% in Q3 2026, buying an estimated $2.57M and bringing the position to 77,840 shares worth $3.42M. The position accounts for 0.92% of the portfolio, ranked #23.

Private Client Services first reported a position in THRO in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Private Client Services held 77,840 shares of iShares U.S. Thematic Rotation Active ETF worth $3.42M as of Q3 2026.
  • Private Client Services bought 59,129 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $2.57M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.92% of Private Client Services's portfolio in Q3 2026, its #23 holding.
  • Private Client Services first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.