PIA
THRO

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

Polaris 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 		$3.59M Sell
83,360
-12,719
-13% -$526K 2.3% 12
2026
Q1 		$3.48M Buy
96,079
+6,486
+7% +$247K 2.54% 13
2025
Q4 		$3.45M Buy
+89,593
New +$3.43M 2.5% 12

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polaris Investment Advisors's THRO Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 13% in Q2 2026, selling an estimated $526K and leaving 83,360 shares worth $3.59M. The position accounts for 2.3% of the portfolio, ranked #12.

Polaris Investment Advisors first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Polaris Investment Advisors held 83,360 shares of iShares U.S. Thematic Rotation Active ETF worth $3.59M as of Q2 2026.
  • Polaris Investment Advisors sold 12,719 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $526K.
  • iShares U.S. Thematic Rotation Active ETF made up 2.3% of Polaris Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Polaris Investment Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

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