Gilliland Jeter Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Gilliland Jeter Wealth Management’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	$594K	Sell	13,789 -1,873	-12%	-$77.5K	0.16%	110
2026 Q1	$567K	Buy	15,662 +3,458	+28%	+$132K	0.17%	107
2025 Q4	$471K	Buy	12,204 +2,879	+31%	+$110K	0.14%	114
2025 Q3	$353K	Buy	9,325 +2,459	+36%	+$90K	0.11%	135
2025 Q2	$244K	Buy	+6,866	New	+$226K	0.08%	157

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gilliland Jeter Wealth Management's THRO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 12% in Q2 2026, selling an estimated $77.5K and leaving 13,789 shares worth $594K. The position accounts for 0.16% of the portfolio, ranked #110.

Gilliland Jeter Wealth Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Gilliland Jeter Wealth Management held 13,789 shares of iShares U.S. Thematic Rotation Active ETF worth $594K as of Q2 2026.
Gilliland Jeter Wealth Management sold 1,873 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $77.5K.
iShares U.S. Thematic Rotation Active ETF made up 0.16% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #110 holding.
Gilliland Jeter Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.