Advyzon Investment Management’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
$4.61M Sell
106,956
-61,061
-36% -$2.53M 0.33% 67
2026
Q1
$6.09M Buy
168,017
+70,379
+72% +$2.68M 0.55% 41
2025
Q4
$3.76M Buy
97,638
+86,069
+744% +$3.29M 0.44% 51
2025
Q3
$438K Buy
11,569
+5,941
+106% +$218K 0.08% 241
2025
Q2
$200K Buy
+5,628
New +$185K 0.04% 375

Other funds holding THRO

Advyzon Investment Management's THRO Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 36% in Q2 2026, selling an estimated $2.53M and leaving 106,956 shares worth $4.61M. The position accounts for 0.33% of the portfolio, ranked #67.

Advyzon Investment Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.09M in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Advyzon Investment Management held 106,956 shares of iShares U.S. Thematic Rotation Active ETF worth $4.61M as of Q2 2026.
  • Advyzon Investment Management sold 61,061 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.53M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.33% of Advyzon Investment Management's portfolio in Q2 2026, its #67 holding.
  • Advyzon Investment Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's iShares U.S. Thematic Rotation Active ETF position peaked at $6.09M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

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