RCS Financial Planning’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

RCS Financial Planning’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	$386K	Sell	8,957 -3,354	-27%	-$139K	0.18%	77
2026 Q1	$446K	Sell	12,311 -36,219	-75%	-$1.38M	0.23%	70
2025 Q4	$1.87M	Buy	48,530 +3,026	+7%	+$116K	0.81%	28
2025 Q3	$1.72M	Buy	45,504 +4,241	+10%	+$155K	0.76%	28
2025 Q2	$1.47M	Buy	+41,263	New	+$1.36M	0.73%	29

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCS Financial Planning's THRO Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 27% in Q2 2026, selling an estimated $139K and leaving 8,957 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #77.

RCS Financial Planning first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q4 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

RCS Financial Planning held 8,957 shares of iShares U.S. Thematic Rotation Active ETF worth $386K as of Q2 2026.
RCS Financial Planning sold 3,354 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $139K.
iShares U.S. Thematic Rotation Active ETF made up 0.18% of RCS Financial Planning's portfolio in Q2 2026, its #77 holding.
RCS Financial Planning first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
RCS Financial Planning's iShares U.S. Thematic Rotation Active ETF position peaked at $1.87M in Q4 2025.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.