SNWA
THRO

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

Siligmueller & Norvid 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
2025
Q3 		$2.9M Buy
+76,413
New +$2.8M 1.3% 24

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's THRO Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2025: 76,413 shares worth $2.9M. The stake represents 1.3% of the portfolio and ranks #24 among its holdings.

370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 76,413 shares of iShares U.S. Thematic Rotation Active ETF worth $2.9M as of Q3 2025.
  • iShares U.S. Thematic Rotation Active ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares U.S. Thematic Rotation Active ETF made up 1.3% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #24 holding.
  • 370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.