WealthShield Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

WealthShield Partners’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	$4.18M	Sell	96,890 -67,427	-41%	-$2.79M	0.64%	46
2026 Q1	$5.95M	Buy	164,317 +6,383	+4%	+$243K	0.66%	40
2025 Q4	$6.09M	Buy	157,934 +3,964	+3%	+$152K	0.67%	40
2025 Q3	$5.83M	Buy	153,970 +3,711	+2%	+$136K	0.66%	41
2025 Q2	$5.35M	Buy	150,259 +136,851	+1,021%	+$4.51M	0.65%	42
2025 Q1	$425K	Buy	+13,408	New	+$451K	0.05%	235

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthShield Partners's THRO Position: Q2 2026 in Review

WealthShield Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 41% in Q2 2026, selling an estimated $2.79M and leaving 96,890 shares worth $4.18M. The position accounts for 0.64% of the portfolio, ranked #46.

WealthShield Partners first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.09M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

WealthShield Partners held 96,890 shares of iShares U.S. Thematic Rotation Active ETF worth $4.18M as of Q2 2026.
WealthShield Partners sold 67,427 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.79M.
iShares U.S. Thematic Rotation Active ETF made up 0.64% of WealthShield Partners's portfolio in Q2 2026, its #46 holding.
WealthShield Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
WealthShield Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $6.09M in Q4 2025.
495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.