JSL
THRO

JT Stratford LLC’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

JT Stratford LLC’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 		$285K Sell
6,601
-7,671
-54% -$317K 0.03% 281
2026
Q1 		$517K Buy
14,272
+1,000
+8% +$38.1K 0.07% 211
2025
Q4 		$512K Buy
13,272
+1,488
+13% +$56.9K 0.07% 214
2025
Q3 		$446K Sell
11,784
-75
-0.6% -$2.75K 0.06% 223
2025
Q2 		$422K Buy
+11,859
New +$391K 0.06% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JT Stratford LLC's THRO Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 54% in Q2 2026, selling an estimated $317K and leaving 6,601 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #281.

JT Stratford LLC first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $517K in Q1 2026. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • JT Stratford LLC held 6,601 shares of iShares U.S. Thematic Rotation Active ETF worth $285K as of Q2 2026.
  • JT Stratford LLC sold 7,671 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $317K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.03% of JT Stratford LLC's portfolio in Q2 2026, its #281 holding.
  • JT Stratford LLC first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • JT Stratford LLC's iShares U.S. Thematic Rotation Active ETF position peaked at $517K in Q1 2026.
  • 496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.