Cypress Wealth Services’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
$7.51M Sell
174,175
-69,696
-29% -$2.88M 0.92% 26
2026
Q1
$8.83M Buy
243,871
+21,461
+10% +$818K 1.25% 15
2025
Q4
$8.58M Buy
222,410
+25,606
+13% +$980K 1.19% 18
2025
Q3
$7.45M Buy
196,804
+6,831
+4% +$250K 1.22% 18
2025
Q2
$6.76M Buy
+189,973
New +$6.26M 1.21% 19

Other funds holding THRO

Cypress Wealth Services's THRO Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 29% in Q2 2026, selling an estimated $2.88M and leaving 174,175 shares worth $7.51M. The position accounts for 0.92% of the portfolio, ranked #26.

Cypress Wealth Services first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.83M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Cypress Wealth Services held 174,175 shares of iShares U.S. Thematic Rotation Active ETF worth $7.51M as of Q2 2026.
  • Cypress Wealth Services sold 69,696 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.88M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.92% of Cypress Wealth Services's portfolio in Q2 2026, its #26 holding.
  • Cypress Wealth Services first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Cypress Wealth Services's iShares U.S. Thematic Rotation Active ETF position peaked at $8.83M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.