Steward Partners Investment Advisory’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.18M Sell
120,136
-56,689
-32% -$2.34M 0.03% 552
2026
Q1
$6.4M Buy
176,825
+12,129
+7% +$462K 0.03% 435
2025
Q4
$6.35M Buy
164,696
+9,819
+6% +$376K 0.03% 410
2025
Q3
$5.86M Buy
154,877
+122,081
+372% +$4.47M 0.03% 432
2025
Q2
$1.17M Buy
+32,796
New +$1.08M 0.01% 931

Other funds holding THRO

Steward Partners Investment Advisory's THRO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 32% in Q2 2026, selling an estimated $2.34M and leaving 120,136 shares worth $5.18M. The position accounts for 0.03% of the portfolio, ranked #552.

Steward Partners Investment Advisory first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.4M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Steward Partners Investment Advisory held 120,136 shares of iShares U.S. Thematic Rotation Active ETF worth $5.18M as of Q2 2026.
  • Steward Partners Investment Advisory sold 56,689 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.34M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #552 holding.
  • Steward Partners Investment Advisory first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's iShares U.S. Thematic Rotation Active ETF position peaked at $6.4M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.