Independent Advisor Alliance’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Independent Advisor Alliance’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	$221K	Sell	5,133 -18,076	-78%	-$748K	0.01%	937
2026 Q1	$841K	Buy	+23,209	New	+$885K	0.01%	909

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Advisor Alliance's THRO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 78% in Q2 2026, selling an estimated $748K and leaving 5,133 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #937.

Independent Advisor Alliance first reported a position in THRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $841K in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Independent Advisor Alliance held 5,133 shares of iShares U.S. Thematic Rotation Active ETF worth $221K as of Q2 2026.
Independent Advisor Alliance sold 18,076 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $748K.
iShares U.S. Thematic Rotation Active ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #937 holding.
Independent Advisor Alliance first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
Independent Advisor Alliance's iShares U.S. Thematic Rotation Active ETF position peaked at $841K in Q1 2026.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.