Synergy Investment Management’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Synergy Investment Management's THRO Position: Q2 2026 in Review
Synergy Investment Management reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 30% in Q2 2026, selling an estimated $1.6M and leaving 89,036 shares worth $3.84M. The position accounts for 0.93% of the portfolio, ranked #29.
Synergy Investment Management first reported a position in THRO in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.63M in Q1 2026. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.
- Synergy Investment Management held 89,036 shares of iShares U.S. Thematic Rotation Active ETF worth $3.84M as of Q2 2026.
- Synergy Investment Management sold 38,660 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $1.6M.
- iShares U.S. Thematic Rotation Active ETF made up 0.93% of Synergy Investment Management's portfolio in Q2 2026, its #29 holding.
- Synergy Investment Management first reported a position in iShares U.S. Thematic Rotation Active ETF in Q3 2025 and has held it in 4 quarters since.
- Synergy Investment Management's iShares U.S. Thematic Rotation Active ETF position peaked at $4.63M in Q1 2026.
- 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.