Diversify Wealth 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
$6.69M Sell
158,939
-57,607
-27% -$2.38M 0.11% 186
2026
Q1
$8.73M Buy
216,546
+62,552
+41% +$2.38M 0.16% 143
2025
Q4
$6.04M Buy
+153,994
New +$5.89M 0.28% 91

Other funds holding THRO

Diversify Wealth Management's THRO Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 27% in Q2 2026, selling an estimated $2.38M and leaving 158,939 shares worth $6.69M. The position accounts for 0.11% of the portfolio, ranked #186.

Diversify Wealth Management first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.73M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Diversify Wealth Management held 158,939 shares of iShares U.S. Thematic Rotation Active ETF worth $6.69M as of Q2 2026.
  • Diversify Wealth Management sold 57,607 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.38M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Diversify Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $8.73M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.