Stokes Family Office’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
$5.18M Sell
120,093
-128,419
-52% -$5.31M 0.6% 49
2026
Q1
$9M Sell
248,512
-20,697
-8% -$789K 0.93% 33
2025
Q4
$10.4M Buy
269,209
+9,047
+3% +$346K 0.95% 32
2025
Q3
$9.85M Sell
260,162
-18,272
-7% -$669K 0.94% 32
2025
Q2
$9.91M Buy
+278,434
New +$9.17M 1.04% 27

Other funds holding THRO

Stokes Family Office's THRO Position: Q2 2026 in Review

Stokes Family Office reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 52% in Q2 2026, selling an estimated $5.31M and leaving 120,093 shares worth $5.18M. The position accounts for 0.6% of the portfolio, ranked #49.

Stokes Family Office first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Stokes Family Office held 120,093 shares of iShares U.S. Thematic Rotation Active ETF worth $5.18M as of Q2 2026.
  • Stokes Family Office sold 128,419 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $5.31M.
  • iShares U.S. Thematic Rotation Active ETF made up 0.6% of Stokes Family Office's portfolio in Q2 2026, its #49 holding.
  • Stokes Family Office first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Stokes Family Office's iShares U.S. Thematic Rotation Active ETF position peaked at $10.4M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.