SWA
THRO

Sax Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sax Wealth 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 		$228K Sell
6,295
-137
-2% -$5.67K 0.01% 503
2026
Q1 		$248K Hold
6,432
– – 0.01% 429
2025
Q4 		$248K Sell
6,432
-59
-0.9% -$2.26K 0.01% 436
2025
Q3 		$246K Buy
+6,491
New +$238K 0.01% 388

Other funds holding THRO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sax Wealth Advisors's THRO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 2.1% in Q2 2026, selling an estimated $5.67K and leaving 6,295 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #503.

Sax Wealth Advisors first reported a position in THRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 122 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Sax Wealth Advisors held 6,295 shares of iShares U.S. Thematic Rotation Active ETF worth $228K as of Q2 2026.
  • Sax Wealth Advisors sold 137 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $5.67K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Sax Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Sax Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $248K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.