LF
THRO

LifeSteps Financial’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

LifeSteps Financial’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 		$55.4K Buy
+1,286
New +$53.2K 0.03% 205

Other funds holding THRO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

LifeSteps Financial's THRO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2026: 1,286 shares worth $55.4K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings.

228 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • LifeSteps Financial held 1,286 shares of iShares U.S. Thematic Rotation Active ETF worth $55.4K as of Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares U.S. Thematic Rotation Active ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #205 holding.
  • 228 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.