SWM
THRO

SHP Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

SHP Wealth Management’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
Q1 		– Sell
-33
Closed -$1.27K – 1926
2025
Q4 		$1.27K Buy
+33
New +$1.26K ﹤0.01% 1215

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SHP Wealth Management's THRO Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2026, closing a stake of 33 shares — an estimated $1.27K sold.

SHP Wealth Management first reported a position in THRO in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 471 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 33 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $1.27K.
  • SHP Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $1.27K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.