TWCA
THRO

Two West Capital Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Two West Capital 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 		$865K Sell
20,490
-5,125
-20% -$212K 0.43% 44
2026
Q1 		$1.03M Buy
25,615
+6,373
+33% +$243K 0.55% 39
2025
Q4 		$742K Buy
19,242
+1,434
+8% +$54.9K 0.43% 42
2025
Q3 		$683K Buy
17,808
+811
+5% +$29.7K 0.41% 41
2025
Q2 		$618K Buy
+16,997
New +$560K 0.4% 41

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
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 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

Two West Capital Advisors's THRO Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 20% in Q2 2026, selling an estimated $212K and leaving 20,490 shares worth $865K. The position accounts for 0.43% of the portfolio, ranked #44.

Two West Capital Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 161 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Two West Capital Advisors held 20,490 shares of iShares U.S. Thematic Rotation Active ETF worth $865K as of Q2 2026.
  • Two West Capital Advisors sold 5,125 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $212K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.43% of Two West Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Two West Capital Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Two West Capital Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.03M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.