Resurgent Financial Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Resurgent Financial 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	$446K	Sell	10,345 -5,618	-35%	-$232K	0.12%	179
2026 Q1	$578K	Buy	15,963 +944	+6%	+$36K	0.21%	120
2025 Q4	$579K	Buy	15,019 +16	+0.1%	+$612	0.29%	100
2025 Q3	$568K	Buy	15,003 +78	+0.5%	+$2.86K	0.28%	108
2025 Q2	$531K	Buy	+14,925	New	+$491K	0.29%	100

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

Resurgent Financial Advisors's THRO Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 35% in Q2 2026, selling an estimated $232K and leaving 10,345 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #179.

Resurgent Financial Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q4 2025. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Resurgent Financial Advisors held 10,345 shares of iShares U.S. Thematic Rotation Active ETF worth $446K as of Q2 2026.
Resurgent Financial Advisors sold 5,618 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $232K.
iShares U.S. Thematic Rotation Active ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q2 2026, its #179 holding.
Resurgent Financial Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
Resurgent Financial Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $579K in Q4 2025.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.