Shared Vision Wealth Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.83M Buy
78,093
+6,522
+9% +$249K 1.15% 21
2025
Q4
$2.8M Buy
71,571
+3,816
+6% +$146K 1.13% 22
2025
Q3
$2.56M Buy
67,755
+17,632
+35% +$646K 1.08% 21
2025
Q2
$1.81M Buy
50,123
+41,986
+516% +$1.38M 0.91% 23
2025
Q1
$258K Buy
+8,137
New +$274K 0.14% 68

Other funds holding THRO

Shared Vision Wealth Group's THRO Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 9.1% in Q1 2026, buying an estimated $249K and bringing the position to 78,093 shares worth $2.83M. The position accounts for 1.15% of the portfolio, ranked #21.

Shared Vision Wealth Group first reported a position in THRO in Q1 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Shared Vision Wealth Group held 78,093 shares of iShares U.S. Thematic Rotation Active ETF worth $2.83M as of Q1 2026.
  • Shared Vision Wealth Group bought 6,522 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $249K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.15% of Shared Vision Wealth Group's portfolio in Q1 2026, its #21 holding.
  • Shared Vision Wealth Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.