WealthPLAN 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
$1.09M Sell
25,291
-14,946
-37% -$618K 0.21% 95
2026
Q1
$1.46M Buy
40,237
+1,570
+4% +$59.8K 0.28% 96
2025
Q4
$1.49M Buy
38,667
+3,268
+9% +$125K 0.22% 105
2025
Q3
$1.34M Buy
35,399
+1,403
+4% +$51.4K 0.2% 112
2025
Q2
$1.21M Buy
+33,996
New +$1.12M 0.19% 115

Other funds holding THRO

WealthPLAN Partners's THRO Position: Q2 2026 in Review

WealthPLAN Partners reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 37% in Q2 2026, selling an estimated $618K and leaving 25,291 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #95.

WealthPLAN Partners first reported a position in THRO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 494 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • WealthPLAN Partners held 25,291 shares of iShares U.S. Thematic Rotation Active ETF worth $1.09M as of Q2 2026.
  • WealthPLAN Partners sold 14,946 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $618K.
  • iShares U.S. Thematic Rotation Active ETF made up 0.21% of WealthPLAN Partners's portfolio in Q2 2026, its #95 holding.
  • WealthPLAN Partners first reported a position in iShares U.S. Thematic Rotation Active ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPLAN Partners's iShares U.S. Thematic Rotation Active ETF position peaked at $1.49M in Q4 2025.
  • 494 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.