Shepherd Financial Partners’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Shepherd Financial Partners’s Portfolio INRO Stock Details INRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.6M	Buy	+477,436	New	+$17.4M	1.41%	20

Other funds holding INRO

Scarborough Advisors Annapolis, Maryland $23.9M AUM 12.47% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Town Capital Bel Air, Maryland $157M AUM 15.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

A4 Wealth Advisors Huntersville, North Carolina $153M AUM 16.04% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

Shepherd Financial Partners's INRO Position: Q3 2026 in Review

Shepherd Financial Partners opened a new position in BlackRock US Industry Rotation ETF (INRO) in Q3 2026: 477,436 shares worth $17.6M. The stake represents 1.41% of the portfolio and ranks #20 among its holdings.

38 funds tracked by Wall St. Rank hold INRO as of Q3 2026.

Shepherd Financial Partners held 477,436 shares of BlackRock US Industry Rotation ETF worth $17.6M as of Q3 2026.
BlackRock US Industry Rotation ETF was a new Shepherd Financial Partners position in Q3 2026.
BlackRock US Industry Rotation ETF made up 1.41% of Shepherd Financial Partners's portfolio in Q3 2026, its #20 holding.
38 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.