Lifelong 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
$3.09M Sell
71,680
-30,027
-30% -$1.24M 0.73% 22
2026
Q1
$3.68M Buy
101,707
+10,451
+11% +$398K 0.98% 20
2025
Q4
$3.52M Buy
91,256
+9,542
+12% +$365K 0.93% 19
2025
Q3
$3.09M Buy
81,714
+4,342
+6% +$159K 0.92% 19
2025
Q2
$2.75M Buy
+77,372
New +$2.55M 0.91% 19

Other funds holding THRO

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

Lifelong Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $1.24M and leaving 71,680 shares worth $3.09M. The position accounts for 0.73% of the portfolio, ranked #22.

Lifelong Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Lifelong Wealth Advisors held 71,680 shares of iShares U.S. Thematic Rotation Active ETF worth $3.09M as of Q2 2026.
  • Lifelong Wealth Advisors sold 30,027 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.24M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.73% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Lifelong Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Lifelong Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $3.68M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.