LifePlan Investment Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

LifePlan Investment Advisors’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	$1.36M	Sell	31,549 -17,410	-36%	-$720K	0.47%	60
2026 Q1	$1.77M	Buy	48,959 +4,377	+10%	+$167K	0.7%	49
2025 Q4	$1.72M	Buy	44,582 +1,518	+4%	+$58.1K	0.7%	46
2025 Q3	$1.63M	Buy	43,064 +12,330	+40%	+$451K	0.68%	45
2025 Q2	$1.09M	Buy	+30,734	New	+$1.01M	0.54%	50

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

LifePlan Investment Advisors's THRO Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 36% in Q2 2026, selling an estimated $720K and leaving 31,549 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #60.

LifePlan Investment Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q1 2026. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

LifePlan Investment Advisors held 31,549 shares of iShares U.S. Thematic Rotation Active ETF worth $1.36M as of Q2 2026.
LifePlan Investment Advisors sold 17,410 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $720K.
iShares U.S. Thematic Rotation Active ETF made up 0.47% of LifePlan Investment Advisors's portfolio in Q2 2026, its #60 holding.
LifePlan Investment Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
LifePlan Investment Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.77M in Q1 2026.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.