Elevation 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
$212K Sell
4,925
-1,466
-23% -$60.6K 0.16% 141
2026
Q1
$231K Buy
6,391
+260
+4% +$9.91K 0.21% 115
2025
Q4
$236K Buy
+6,131
New +$235K 0.23% 114

Other funds holding THRO

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

Elevation Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 23% in Q2 2026, selling an estimated $60.6K and leaving 4,925 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #141.

Elevation Wealth Management first reported a position in THRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Elevation Wealth Management held 4,925 shares of iShares U.S. Thematic Rotation Active ETF worth $212K as of Q2 2026.
  • Elevation Wealth Management sold 1,466 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $60.6K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.16% of Elevation Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Elevation 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.
  • Elevation Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $236K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.