OLVIG
THRO

Oliver Lagore Vanvalin Investment Group’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$3.68K Buy
+116
New +$3.82K ﹤0.01% 514

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 $20.9B AUM 19.34% 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

Oliver Lagore Vanvalin Investment Group's THRO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares U.S. Thematic Rotation Active ETF (THRO) in Q2 2025: 116 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

330 funds tracked by Wall St. Rank hold THRO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 116 shares of iShares U.S. Thematic Rotation Active ETF worth $3.68K as of Q2 2025.
  • iShares U.S. Thematic Rotation Active ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares U.S. Thematic Rotation Active ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #514 holding.
  • 330 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.