HIA
THRO

Harbor Investment Advisory’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Harbor Investment Advisory’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 		$21K Sell
487
-183
-27% -$7.57K ﹤0.01% 937
2026
Q1 		$24.3K Sell
670
-1,025
-60% -$39.1K ﹤0.01% 754
2025
Q4 		$65.4K Buy
1,695
+40
+2% +$1.53K ﹤0.01% 599
2025
Q3 		$62.7K Buy
1,655
+28
+2% +$1.02K 0.01% 597
2025
Q2 		$57.9K Buy
+1,627
New +$53.6K 0.01% 597

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
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

Harbor Investment Advisory's THRO Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 27% in Q2 2026, selling an estimated $7.57K and leaving 487 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Harbor Investment Advisory first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.4K in Q4 2025. 339 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Harbor Investment Advisory held 487 shares of iShares U.S. Thematic Rotation Active ETF worth $21K as of Q2 2026.
  • Harbor Investment Advisory sold 183 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $7.57K.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #937 holding.
  • Harbor Investment Advisory first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Investment Advisory's iShares U.S. Thematic Rotation Active ETF position peaked at $65.4K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.