Clark Wealth Partners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Clark Wealth 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
2026 Q2	$130K	Buy	1,815 +2	+0.1%	+$133	0.07%	67
2026 Q1	$101K	Sell	1,813 -77	-4%	-$4.49K	0.07%	71
2025 Q4	$115K	Hold	1,890	–	–	0.07%	70
2025 Q3	$115K	Sell	1,890 -1,661	-47%	-$97.1K	0.07%	70
2025 Q2	$204K	Sell	3,551 -1,634	-32%	-$84.6K	0.14%	43
2025 Q1	$254K	Sell	5,185 -140	-3%	-$7.46K	0.19%	42
2024 Q4	$283K	Buy	+5,325	New	+$286K	0.22%	42

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Clark Wealth Partners's TECB Position: Q2 2026 in Review

Clark Wealth Partners increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 0.11% in Q2 2026, buying an estimated $133 and bringing the position to 1,815 shares worth $130K. The position accounts for 0.07% of the portfolio, ranked #67.

Clark Wealth Partners first reported a position in TECB in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q4 2024. 88 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Clark Wealth Partners held 1,815 shares of iShares US Tech Breakthrough Multisector ETF worth $130K as of Q2 2026.
Clark Wealth Partners bought 2 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $133.
iShares US Tech Breakthrough Multisector ETF made up 0.07% of Clark Wealth Partners's portfolio in Q2 2026, its #67 holding.
Clark Wealth Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's iShares US Tech Breakthrough Multisector ETF position peaked at $283K in Q4 2024.
88 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

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