MLA
THRO

My Legacy Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

My Legacy 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
2025
Q2 		$2.2M Buy
61,477
+50,301
+450% +$1.66M 0.78% 34
2025
Q1 		$354K Buy
+11,176
New +$376K 0.14% 159

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

My Legacy Advisors's THRO Position: Q2 2025 in Review

My Legacy Advisors increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 450% in Q2 2025, buying an estimated $1.66M and bringing the position to 61,477 shares worth $2.2M. The position accounts for 0.78% of the portfolio, ranked #34.

My Legacy Advisors first reported a position in THRO in Q1 2025 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold THRO as of Q2 2025.

  • My Legacy Advisors held 61,477 shares of iShares U.S. Thematic Rotation Active ETF worth $2.2M as of Q2 2025.
  • My Legacy Advisors bought 50,301 iShares U.S. Thematic Rotation Active ETF shares in Q2 2025, an estimated $1.66M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.78% of My Legacy Advisors's portfolio in Q2 2025, its #34 holding.
  • My Legacy Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.