SAI
THRO

Savvy Advisors Inc’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Savvy Advisors Inc’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 		$1.16M Buy
26,794
+10,699
+66% +$442K 0.02% 480
2026
Q1 		$583K Buy
+16,095
New +$613K 0.02% 609

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

Savvy Advisors Inc's THRO Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 66% in Q2 2026, buying an estimated $442K and bringing the position to 26,794 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #480.

Savvy Advisors Inc first reported a position in THRO in Q1 2026 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Savvy Advisors Inc held 26,794 shares of iShares U.S. Thematic Rotation Active ETF worth $1.16M as of Q2 2026.
  • Savvy Advisors Inc bought 10,699 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $442K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #480 holding.
  • Savvy Advisors Inc first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.