SIS
THRO

Sound Income Strategies’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sound Income Strategies’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 		$702K Buy
16,287
+3,247
+25% +$134K 0.03% 241
2026
Q1 		$478K Buy
13,040
+361
+3% +$13.8K 0.02% 256
2025
Q4 		$496K Sell
12,679
-2,534
-17% -$96.9K 0.02% 249
2025
Q3 		$578K Buy
15,213
+2,384
+19% +$87.3K 0.03% 180
2025
Q2 		$456K Buy
+12,829
New +$422K 0.03% 195

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Sound Income Strategies's THRO Position: Q2 2026 in Review

Sound Income Strategies increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 25% in Q2 2026, buying an estimated $134K and bringing the position to 16,287 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #241.

Sound Income Strategies first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Sound Income Strategies held 16,287 shares of iShares U.S. Thematic Rotation Active ETF worth $702K as of Q2 2026.
  • Sound Income Strategies bought 3,247 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $134K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #241 holding.
  • Sound Income Strategies first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.