Vertex Planning Partners’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History
Bought
Maintained
Sold
Other funds holding THRO
PAS
Vertex Planning Partners's THRO Position: Q2 2026 in Review
Vertex Planning Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 5.5% in Q2 2026, selling an estimated $305K and leaving 127,796 shares worth $5.51M. The position accounts for 0.82% of the portfolio, ranked #29.
Vertex Planning 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.
- Vertex Planning Partners held 127,796 shares of iShares U.S. Thematic Rotation Active ETF worth $5.51M as of Q2 2026.
- Vertex Planning Partners sold 7,369 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $305K.
- iShares U.S. Thematic Rotation Active ETF made up 0.82% of Vertex Planning Partners's portfolio in Q2 2026, its #29 holding.
- Vertex Planning 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 Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.