ICP
THRO

Interchange Capital Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Interchange Capital Partners’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32,120
Closed -$1.24M – 464
2025
Q4 		$1.24M Sell
32,120
-609
-2% -$23.3K 0.23% 92
2025
Q3 		$1.24M Buy
32,729
+822
+3% +$30.1K 0.24% 80
2025
Q2 		$1.13M Buy
+31,907
New +$1.05M 0.26% 76

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Interchange Capital Partners's THRO Position: Q1 2026 in Review

Interchange Capital Partners sold out of iShares U.S. Thematic Rotation Active ETF (THRO) in Q1 2026, closing a stake of 32,120 shares — an estimated $1.24M sold.

Interchange Capital Partners first reported a position in THRO in Q2 2025 and held it in 3 quarters. The position peaked at $1.24M in Q3 2025. 470 funds tracked by Wall St. Rank hold THRO as of Q1 2026.

  • Interchange Capital Partners reported no remaining iShares U.S. Thematic Rotation Active ETF position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 32,120 iShares U.S. Thematic Rotation Active ETF shares in Q1 2026, an estimated $1.24M.
  • Interchange Capital Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and held it in 3 quarters.
  • Interchange Capital Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $1.24M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.