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DAGCO Inc’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

DAGCO Inc’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 		– Sell
-846
Closed -$46.9K – 316
2026
Q1 		$46.9K Hold
846
– – 0.01% 192
2025
Q4 		$51.5K Buy
846
+1
+0.1% +$61 0.01% 185
2025
Q3 		$51K Buy
845
+1
+0.1% +$58 0.01% 182
2025
Q2 		$48.4K Buy
+844
New +$43.7K 0.01% 174
2024
Q4 		– Sell
-209
Closed -$10.7K – 193
2024
Q3 		$10.7K Hold
209
– – ﹤0.01% 184
2024
Q2 		$10.5K Hold
209
– – ﹤0.01% 182
2024
Q1 		$10K Buy
+209
New +$9.63K ﹤0.01% 181

Other funds holding TECB

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DAGCO Inc's TECB Position: Q2 2026 in Review

DAGCO Inc sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2026, closing a stake of 846 shares — an estimated $46.9K sold.

DAGCO Inc first reported a position in TECB in Q1 2024 and held it in 7 quarters. The position peaked at $51.5K in Q4 2025. 14 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • DAGCO Inc reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 846 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $46.9K.
  • DAGCO Inc first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2024 and held it in 7 quarters.
  • DAGCO Inc's iShares US Tech Breakthrough Multisector ETF position peaked at $51.5K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.