Perigon Wealth Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Perigon Wealth Management's THRO Position: Q2 2026 in Review
Perigon Wealth Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 28% in Q2 2026, selling an estimated $4.69M and leaving 287,247 shares worth $12.4M. The position accounts for 0.19% of the portfolio, ranked #106.
Perigon Wealth Management first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.5M in Q1 2026. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- Perigon Wealth Management held 287,247 shares of iShares U.S. Thematic Rotation Active ETF worth $12.4M as of Q2 2026.
- Perigon Wealth Management sold 113,462 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $4.69M.
- iShares U.S. Thematic Rotation Active ETF made up 0.19% of Perigon Wealth Management's portfolio in Q2 2026, its #106 holding.
- Perigon Wealth Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
- Perigon Wealth Management's iShares U.S. Thematic Rotation Active ETF position peaked at $14.5M in Q1 2026.
- 496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.