WEG
THRO

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
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

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
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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

World Equity Group's THRO Position: Q2 2026 in Review

World Equity Group reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 69% in Q2 2026, selling an estimated $827K and leaving 8,960 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #261.

World Equity Group first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2026. 118 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • World Equity Group held 8,960 shares of iShares U.S. Thematic Rotation Active ETF worth $386K as of Q2 2026.
  • World Equity Group sold 19,988 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $827K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #261 holding.
  • World Equity Group first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • World Equity Group's iShares U.S. Thematic Rotation Active ETF position peaked at $1.05M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.