RIA
THRO

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

Regal 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 		$5.9M Sell
136,861
-75,530
-36% -$3.12M 0.31% 80
2026
Q1 		$7.69M Buy
212,391
+20,638
+11% +$787K 0.44% 57
2025
Q4 		$7.39M Buy
191,753
+33,069
+21% +$1.27M 0.44% 56
2025
Q3 		$6.01M Buy
158,684
+9,992
+7% +$366K 0.39% 70
2025
Q2 		$5.29M Buy
+148,692
New +$4.9M 0.4% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Regal Investment Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 36% in Q2 2026, selling an estimated $3.12M and leaving 136,861 shares worth $5.9M. The position accounts for 0.31% of the portfolio, ranked #80.

Regal Investment Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.69M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Regal Investment Advisors held 136,861 shares of iShares U.S. Thematic Rotation Active ETF worth $5.9M as of Q2 2026.
  • Regal Investment Advisors sold 75,530 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $3.12M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.31% of Regal Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Regal Investment Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Regal Investment Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $7.69M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.