SWP
THRO

ShoreHaven Wealth Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

ShoreHaven Wealth Partners’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 		$6.81M Sell
157,950
-61,750
-28% -$2.55M 2.14% 11
2026
Q1 		$7.96M Buy
219,700
+10,667
+5% +$407K 2.86% 8
2025
Q4 		$8.06M Buy
209,033
+6,666
+3% +$255K 2.9% 7
2025
Q3 		$7.66M Buy
202,367
+8,188
+4% +$300K 2.83% 8
2025
Q2 		$6.91M Buy
194,179
+9,728
+5% +$320K 2.83% 9
2025
Q1 		$5.85M Buy
+184,451
New +$6.2M 2.8% 8

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

ShoreHaven Wealth Partners's THRO Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 28% in Q2 2026, selling an estimated $2.55M and leaving 157,950 shares worth $6.81M. The position accounts for 2.14% of the portfolio, ranked #11.

ShoreHaven Wealth Partners first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.06M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • ShoreHaven Wealth Partners held 157,950 shares of iShares U.S. Thematic Rotation Active ETF worth $6.81M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 61,750 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.55M.
  • iShares U.S. Thematic Rotation Active ETF made up 2.14% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • ShoreHaven Wealth Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $8.06M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.