JFS 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
$928K Sell
21,532
-13,558
-39% -$561K 0.05% 178
2026
Q1
$1.27M Sell
35,090
-5,757
-14% -$219K 0.07% 143
2025
Q4
$1.58M Buy
40,847
+972
+2% +$37.2K 0.09% 127
2025
Q3
$1.51M Sell
39,875
-425
-1% -$15.6K 0.09% 127
2025
Q2
$1.43M Sell
40,300
-3,697
-8% -$122K 0.09% 120
2025
Q1
$1.39M Buy
+43,997
New +$1.48M 0.09% 120

Other funds holding THRO

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

JFS Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 39% in Q2 2026, selling an estimated $561K and leaving 21,532 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #178.

JFS Wealth Advisors first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • JFS Wealth Advisors held 21,532 shares of iShares U.S. Thematic Rotation Active ETF worth $928K as of Q2 2026.
  • JFS Wealth Advisors sold 13,558 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $561K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • JFS Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • JFS Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.58M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.