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Aviance Capital Partners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Aviance Capital Partners’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,011
Closed -$294K – 356
2025
Q1 		$294K Buy
6,011
+208
+4% +$11.1K 0.04% 281
2024
Q4 		$309K Buy
5,803
+795
+16% +$42.6K 0.04% 258
2024
Q3 		$257K Buy
5,008
+7
+0.1% +$347 0.03% 293
2024
Q2 		$252K Buy
+5,001
New +$238K 0.04% 284

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aviance Capital Partners's TECB Position: Q2 2025 in Review

Aviance Capital Partners sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2025, closing a stake of 6,011 shares — an estimated $294K sold.

Aviance Capital Partners first reported a position in TECB in Q2 2024 and held it in 4 quarters. The position peaked at $309K in Q4 2024. 80 funds tracked by Wall St. Rank hold TECB as of Q2 2025.

  • Aviance Capital Partners reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2025 after selling out during the quarter.
  • Aviance Capital Partners sold 6,011 iShares US Tech Breakthrough Multisector ETF shares in Q2 2025, an estimated $294K.
  • Aviance Capital Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and held it in 4 quarters.
  • Aviance Capital Partners's iShares US Tech Breakthrough Multisector ETF position peaked at $309K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2025.

Based on Aviance Capital Partners's 13F filing for Q2 2025, filed 5 Aug 2025.