Sax Wealth Advisors’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Sax Wealth Advisors's THRO Position: Q2 2026 in Review
Sax Wealth Advisors reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 2.1% in Q2 2026, selling an estimated $5.67K and leaving 6,295 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #503.
Sax Wealth Advisors first reported a position in THRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q1 2026. 496 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- Sax Wealth Advisors held 6,295 shares of iShares U.S. Thematic Rotation Active ETF worth $228K as of Q2 2026.
- Sax Wealth Advisors sold 137 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $5.67K.
- iShares U.S. Thematic Rotation Active ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #503 holding.
- Sax Wealth Advisors first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 4 quarters since.
- Sax Wealth Advisors's iShares U.S. Thematic Rotation Active ETF position peaked at $248K in Q1 2026.
- 496 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.