Copperleaf Capital’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
2025
Q3
$1.91M Buy
50,505
+44,446
+734% +$1.63M 0.92% 30
2025
Q2
$216K Buy
+6,059
New +$200K 0.11% 106

Other funds holding THRO

Copperleaf Capital's THRO Position: Q3 2025 in Review

Copperleaf Capital increased its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 734% in Q3 2025, buying an estimated $1.63M and bringing the position to 50,505 shares worth $1.91M. The position accounts for 0.92% of the portfolio, ranked #30.

Copperleaf Capital first reported a position in THRO in Q2 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold THRO as of Q3 2025.

  • Copperleaf Capital held 50,505 shares of iShares U.S. Thematic Rotation Active ETF worth $1.91M as of Q3 2025.
  • Copperleaf Capital bought 44,446 iShares U.S. Thematic Rotation Active ETF shares in Q3 2025, an estimated $1.63M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.92% of Copperleaf Capital's portfolio in Q3 2025, its #30 holding.
  • Copperleaf Capital first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.