Dynamic Advisor Solutions
TECB icon

Dynamic Advisor Solutions’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$1.08M Buy
13,709
+689
+5% +$51.1K 0.03% 443
2026
Q2 		$934K Buy
+13,020
New +$865K 0.03% 512
2021
Q4 		– Sell
-7,440
Closed -$306K – 804
2021
Q3 		$306K Buy
7,440
+1,010
+16% +$42.3K 0.02% 571
2021
Q2 		$258K Buy
6,430
+100
+2% +$3.75K 0.02% 593
2021
Q1 		$224K Buy
6,330
+50
+0.8% +$1.79K 0.02% 582
2020
Q4 		$221K Buy
+6,280
New +$210K 0.02% 574

Other funds holding TECB

Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions's TECB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 5.3% in Q3 2026, buying an estimated $51.1K and bringing the position to 13,709 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #443.

Dynamic Advisor Solutions first reported a position in TECB in Q4 2020 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

  • Dynamic Advisor Solutions held 13,709 shares of iShares US Tech Breakthrough Multisector ETF worth $1.08M as of Q3 2026.
  • Dynamic Advisor Solutions bought 689 iShares US Tech Breakthrough Multisector ETF shares in Q3 2026, an estimated $51.1K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #443 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.