THRO — BLACKROCK ETF TRUST

Ownership history in Security Financial Services, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. reported a position in BLACKROCK ETF TRUST (THRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.1% (2025 Q4)
Avg. % of fund
1.79%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 347,542 +7,535 +2.2% 2.10% $13.4M $38.56
2025 Q3 ADDED 340,007 +11,023 +3.4% 2.08% $12.9M $37.85
2025 Q2 ADDED 328,984 +184,716 +128.0% 2.07% $11.7M $35.54
2025 Q1 INITIATED 144,268 — — 0.91% $4.6M $31.65
% of Fund (quarterly)    THRO price (monthly, adj. close)

Other funds also holding THRO

As of 2025 Q4 — sorted by position size

EQ LLC 3Y 4.31% SOFI WEALTH, LLC 3Y 4.07% Kilter Group LLC 3.66% Goldstein Advisors, LLC 3Y 3.61% West Wealth Group, LLC 3Y 3.49% Scarborough Advisors, LLC 3Y 3.27% MA Private Wealth 3Y 7Y 3.07% Keystone Financial Services 3Y 2.97% ShoreHaven Wealth Partners, LLC 3Y 2.9% MCMORGAN & CO LLC 3Y 7Y 2.86%
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