AE Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
3,971
-1,533
| -28% | -$87.9K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $269K | Sell |
5,504
-9,001
| -62% | -$440K | ﹤0.01% | 1134 |
|
|
2024
Q4 | $772K | Sell |
14,505
-204
| -1% | -$10.9K | 0.01% | 771 |
|
|
2024
Q3 | $754K | Buy |
14,709
+1,657
| +13% | +$84.9K | 0.01% | 772 |
|
|
2024
Q2 | $658K | Buy |
13,052
+1,598
| +14% | +$80.6K | 0.01% | 807 |
|
|
2024
Q1 | $548K | Sell |
11,454
-10,471
| -48% | -$501K | 0.01% | 793 |
|
|
2023
Q4 | $996K | Buy |
21,925
+3,648
| +20% | +$166K | 0.01% | 1156 |
|
|
2023
Q3 | $668K | Buy |
+18,277
| New | +$668K | ﹤0.01% | 1248 |
|
|
2023
Q2 | – | Sell |
-29,283
| Closed | -$973K | – | 2038 |
|
|
2023
Q1 | $973K | Buy |
29,283
+3,322
| +13% | +$110K | 0.01% | 1061 |
|
|
2022
Q4 | $709K | Sell |
25,961
-14,974
| -37% | -$409K | 0.01% | 1133 |
|
|
2022
Q3 | $1.07M | Buy |
40,935
+935
| +2% | +$24.4K | 0.01% | 916 |
|
|
2022
Q2 | $1.13M | Buy |
40,000
+4,241
| +12% | +$119K | 0.01% | 847 |
|
|
2022
Q1 | $1.3M | Buy |
+35,759
| New | +$1.3M | 0.01% | 834 |
|