Cape Investment Advisory’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Cape Investment Advisory's THRO Position: Q2 2026 in Review
Cape Investment Advisory reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $114K and leaving 6,390 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #194.
Cape Investment Advisory first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $331K in Q1 2026. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- Cape Investment Advisory held 6,390 shares of iShares U.S. Thematic Rotation Active ETF worth $275K as of Q2 2026.
- Cape Investment Advisory sold 2,746 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $114K.
- iShares U.S. Thematic Rotation Active ETF made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #194 holding.
- Cape Investment Advisory first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
- Cape Investment Advisory's iShares U.S. Thematic Rotation Active ETF position peaked at $331K in Q1 2026.
- 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.