Envestnet Portfolio Solutions
THRO

Envestnet Portfolio Solutions’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Envestnet Portfolio Solutions’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 		$131M Sell
3,040,944
-1,665,115
-35% -$68.9M 0.63% 37
2026
Q1 		$170M Sell
4,706,059
-69,213
-1% -$2.64M 0.94% 25
2025
Q4 		$184M Buy
4,775,272
+234,996
+5% +$8.99M 0.65% 36
2025
Q3 		$172M Sell
4,540,276
-50,349
-1% -$1.84M 0.63% 37
2025
Q2 		$163M Buy
4,590,625
+4,302,465
+1,493% +$142M 0.6% 38
2025
Q1 		$9.13M Buy
+288,160
New +$9.69M 0.03% 244

Other funds holding THRO

PAS
Park Avenue Securities New York $16B AUM 26.77% 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
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Envestnet Portfolio Solutions's THRO Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 35% in Q2 2026, selling an estimated $68.9M and leaving 3,040,944 shares worth $131M. The position accounts for 0.63% of the portfolio, ranked #37.

Envestnet Portfolio Solutions first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $184M in Q4 2025. 161 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,040,944 shares of iShares U.S. Thematic Rotation Active ETF worth $131M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,665,115 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $68.9M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.63% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #37 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Envestnet Portfolio Solutions's iShares U.S. Thematic Rotation Active ETF position peaked at $184M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.