EverSource Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Sell
5,007
-5,016
-50% -$207K 0.01% 965
2026
Q1
$363K Buy
10,023
+2,144
+27% +$81.7K 0.01% 755
2025
Q4
$304K Sell
7,879
-304
-4% -$11.6K 0.01% 750
2025
Q3
$310K Buy
8,183
+132
+2% +$4.83K 0.01% 716
2025
Q2
$286K Buy
+8,051
New +$265K 0.01% 693

Other funds holding THRO

EverSource Wealth Advisors's THRO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 50% in Q2 2026, selling an estimated $207K and leaving 5,007 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #965.

EverSource Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • EverSource Wealth Advisors held 5,007 shares of iShares U.S. Thematic Rotation Active ETF worth $216K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,016 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $207K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #965 holding.
  • EverSource Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $363K in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.