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

Mayflower Financial 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	$4.23M	Sell	98,200 -41,923	-30%	-$1.73M	0.37%	71
2026 Q1	$5.08M	Buy	140,123 +9,367	+7%	+$357K	0.62%	37
2025 Q4	$5.04M	Buy	130,756 +4,689	+4%	+$179K	0.61%	40
2025 Q3	$4.77M	Buy	126,067 +4,609	+4%	+$169K	0.6%	41
2025 Q2	$4.32M	Buy	121,458 +112,048	+1,191%	+$3.69M	0.6%	45
2025 Q1	$298K	Buy	+9,410	New	+$317K	0.05%	308

Other funds holding THRO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

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

Mayflower Financial Advisors's THRO Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $1.73M and leaving 98,200 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #71.

Mayflower Financial Advisors first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.08M in Q1 2026. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Mayflower Financial Advisors held 98,200 shares of iShares U.S. Thematic Rotation Active ETF worth $4.23M as of Q2 2026.
Mayflower Financial Advisors sold 41,923 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.73M.
iShares U.S. Thematic Rotation Active ETF made up 0.37% of Mayflower Financial Advisors's portfolio in Q2 2026, its #71 holding.
Mayflower Financial Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
Mayflower Financial Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $5.08M in Q1 2026.
496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.