WealthGarden F.S.’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

WealthGarden F.S.’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	$1.58M	Sell	36,685 -3,323	-8%	-$137K	0.9%	26
2026 Q1	$1.45M	Buy	40,008 +1,260	+3%	+$48K	0.99%	26
2025 Q4	$1.52M	Buy	38,748 +1,272	+3%	+$48.7K	1%	26
2025 Q3	$1.42M	Buy	37,476 +253	+0.7%	+$9.26K	1.01%	26
2025 Q2	$1.35M	Buy	37,223 +6,088	+20%	+$200K	1.12%	25
2025 Q1	$987K	Buy	+31,135	New	+$1.05M	0.95%	32

Other funds holding THRO

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

WealthGarden F.S.'s THRO Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 8.3% in Q2 2026, selling an estimated $137K and leaving 36,685 shares worth $1.58M. The position accounts for 0.9% of the portfolio, ranked #26.

WealthGarden F.S. first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

WealthGarden F.S. held 36,685 shares of iShares U.S. Thematic Rotation Active ETF worth $1.58M as of Q2 2026.
WealthGarden F.S. sold 3,323 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $137K.
iShares U.S. Thematic Rotation Active ETF made up 0.9% of WealthGarden F.S.'s portfolio in Q2 2026, its #26 holding.
WealthGarden F.S. first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
240 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.