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

Mount Yale 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	$3.06M	Sell	70,888 -43,152	-38%	-$1.78M	0.06%	316
2026 Q1	$4.13M	Buy	114,040 +68,539	+151%	+$2.61M	0.1%	214
2025 Q4	$1.75M	Buy	+45,501	New	+$1.74M	0.08%	213
2025 Q3	–	Sell	-63,351	Closed	-$2.25M	–	1670
2025 Q2	$2.25M	Buy	+63,351	New	+$2.09M	0.18%	120

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

Mount Yale Investment Advisors's THRO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 38% in Q2 2026, selling an estimated $1.78M and leaving 70,888 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #316.

Mount Yale Investment Advisors first reported a position in THRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

Mount Yale Investment Advisors held 70,888 shares of iShares U.S. Thematic Rotation Active ETF worth $3.06M as of Q2 2026.
Mount Yale Investment Advisors sold 43,152 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.78M.
iShares U.S. Thematic Rotation Active ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #316 holding.
Mount Yale Investment Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $4.13M in Q1 2026.
494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.