World Equity Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

World Equity Group’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 Q3	–	Sell	-8,960	Closed	-$386K	–	394
2026 Q2	$386K	Sell	8,960 -19,988	-69%	-$827K	0.09%	261
2026 Q1	$1.05M	Buy	28,948 +14,965	+107%	+$570K	0.27%	84
2025 Q4	$539K	Sell	13,983 -5,362	-28%	-$205K	0.15%	158
2025 Q3	$732K	Buy	19,345 +7,097	+58%	+$260K	0.17%	122
2025 Q2	$436K	Buy	+12,248	New	+$403K	0.12%	177

Other funds holding THRO

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's THRO Position: Q3 2026 in Review

World Equity Group sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q3 2026, closing a stake of 8,960 shares — an estimated $386K sold.

World Equity Group first reported a position in THRO in Q2 2025 and held it in 5 quarters. The position peaked at $1.05M in Q1 2026. 158 funds tracked by Wall St. Rank hold THRO as of Q3 2026.

World Equity Group reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 8,960 iShares U.S. Thematic Rotation Active ETF shares in Q3 2026, an estimated $386K.
World Equity Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and held it in 5 quarters.
World Equity Group's iShares U.S. Thematic Rotation Active ETF position peaked at $1.05M in Q1 2026.
158 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.