Lifeworks 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
$402K Sell
9,333
-3,982
-30% -$165K 0.04% 227
2026
Q1
$482K Sell
13,315
-358
-3% -$13.6K 0.06% 199
2025
Q4
$527K Buy
13,673
+1,225
+10% +$46.9K 0.07% 206
2025
Q3
$471K Buy
12,448
+1,227
+11% +$44.9K 0.06% 215
2025
Q2
$399K Buy
+11,221
New +$370K 0.06% 222

Other funds holding THRO

Lifeworks Advisors's THRO Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $165K and leaving 9,333 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #227.

Lifeworks Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $527K in Q4 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Lifeworks Advisors held 9,333 shares of iShares U.S. Thematic Rotation Active ETF worth $402K as of Q2 2026.
  • Lifeworks Advisors sold 3,982 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $165K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #227 holding.
  • Lifeworks Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Lifeworks Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $527K in Q4 2025.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.