Merkkuri Wealth Advisors’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
$883K Sell
20,472
-9,680
-32% -$400K 0.55% 43
2026
Q1
$1.09M Buy
30,152
+1,744
+6% +$66.5K 0.72% 39
2025
Q4
$1.1M Sell
28,408
-1,648
-5% -$63K 0.75% 41
2025
Q3
$1.14M Buy
30,056
+143
+0.5% +$5.24K 0.83% 36
2025
Q2
$1.06M Buy
+29,913
New +$985K 0.81% 38

Other funds holding THRO

Merkkuri Wealth Advisors's THRO Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 32% in Q2 2026, selling an estimated $400K and leaving 20,472 shares worth $883K. The position accounts for 0.55% of the portfolio, ranked #43.

Merkkuri Wealth Advisors first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2025. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Merkkuri Wealth Advisors held 20,472 shares of iShares U.S. Thematic Rotation Active ETF worth $883K as of Q2 2026.
  • Merkkuri Wealth Advisors sold 9,680 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $400K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.55% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Merkkuri Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Merkkuri Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $1.14M in Q3 2025.
  • 496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.