Fulcrum Equity 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
$255K Sell
5,927
-3,906
-40% -$162K 0.19% 123
2026
Q1
$356K Buy
9,833
+2
+0% +$76 0.34% 72
2025
Q4
$379K Sell
9,831
-914
-9% -$35K 0.36% 63
2025
Q3
$407K Buy
10,745
+1,871
+21% +$68.5K 0.41% 59
2025
Q2
$316K Buy
+8,874
New +$292K 0.32% 69

Other funds holding THRO

Fulcrum Equity Management's THRO Position: Q2 2026 in Review

Fulcrum Equity Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 40% in Q2 2026, selling an estimated $162K and leaving 5,927 shares worth $255K. The position accounts for 0.19% of the portfolio, ranked #123.

Fulcrum Equity Management first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q3 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Fulcrum Equity Management held 5,927 shares of iShares U.S. Thematic Rotation Active ETF worth $255K as of Q2 2026.
  • Fulcrum Equity Management sold 3,906 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $162K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.19% of Fulcrum Equity Management's portfolio in Q2 2026, its #123 holding.
  • Fulcrum Equity Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Equity Management's iShares U.S. Thematic Rotation Active ETF position peaked at $407K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.