RWS
THRO

Retirement Wealth Solutions’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Retirement Wealth Solutions’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 		$2.47M Buy
56,208
+11,096
+25% +$482K 1.31% 20
2026
Q2 		$1.94M Sell
45,112
-13,847
-23% -$573K 1.07% 20
2026
Q1 		$2.14M Sell
58,959
-9,234
-14% -$352K 1.35% 20
2025
Q4 		$2.63M Buy
68,193
+6,970
+11% +$267K 1.66% 15
2025
Q3 		$2.32M Buy
61,223
+7,560
+14% +$277K 1.52% 19
2025
Q2 		$1.91M Buy
53,663
+32,159
+150% +$1.06M 1.39% 22
2025
Q1 		$681K Buy
+21,504
New +$723K 0.55% 28

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
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 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
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

Retirement Wealth Solutions's THRO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 25% in Q3 2026, buying an estimated $482K and bringing the position to 56,208 shares worth $2.47M. The position accounts for 1.31% of the portfolio, ranked #20.

Retirement Wealth Solutions first reported a position in THRO in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.63M in Q4 2025. 13 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

  • Retirement Wealth Solutions held 56,208 shares of iShares U.S. Thematic Rotation Active ETF worth $2.47M as of Q3 2026.
  • Retirement Wealth Solutions bought 11,096 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $482K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.31% of Retirement Wealth Solutions's portfolio in Q3 2026, its #20 holding.
  • Retirement Wealth Solutions first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares U.S. Thematic Rotation Active ETF position peaked at $2.63M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.