Triad Wealth Partners’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
$19M Sell
438,771
-60,406
-12% -$2.5M 1.12% 18
2026
Q1
$18.1M Buy
499,177
+170,922
+52% +$6.51M 1.43% 15
2025
Q4
$12.7M Buy
328,255
+71,366
+28% +$2.73M 1.2% 19
2025
Q3
$9.73M Buy
256,889
+59,754
+30% +$2.19M 1.25% 20
2025
Q2
$7.01M Buy
+197,135
New +$6.49M 1.42% 20

Other funds holding THRO

Triad Wealth Partners's THRO Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 12% in Q2 2026, selling an estimated $2.5M and leaving 438,771 shares worth $19M. The position accounts for 1.12% of the portfolio, ranked #18.

Triad Wealth Partners first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Triad Wealth Partners held 438,771 shares of iShares U.S. Thematic Rotation Active ETF worth $19M as of Q2 2026.
  • Triad Wealth Partners sold 60,406 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $2.5M.
  • iShares U.S. Thematic Rotation Active ETF made up 1.12% of Triad Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Triad Wealth Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.