IFP Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

IFP Advisors’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	$22.3K	Hold	283	–	–	﹤0.01%	2890
2026 Q2	$20.3K	Hold	283	–	–	﹤0.01%	2971
2026 Q1	$15.7K	Hold	283	–	–	﹤0.01%	2911
2025 Q4	$17.2K	Hold	283	–	–	﹤0.01%	2797
2025 Q3	$17.1K	Hold	283	–	–	﹤0.01%	2660
2025 Q2	$16.2K	Buy	283 +175	+162%	+$9.06K	﹤0.01%	2652
2025 Q1	$5.28K	Buy	+108	New	+$5.75K	﹤0.01%	2821
2023 Q1	–	Sell	-500	Closed	-$13K	–	4336
2022 Q4	$13K	Hold	500	–	–	﹤0.01%	3229
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	3475
2022 Q2	$13K	Hold	500	–	–	﹤0.01%	3218
2022 Q1	$13K	Buy	+500	New	+$18.2K	﹤0.01%	3217

Other funds holding TECB

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

IFP Advisors's TECB Position: Q3 2026 in Review

IFP Advisors held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q3 2026 at 283 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

IFP Advisors first reported a position in TECB in Q1 2022 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

IFP Advisors held 283 shares of iShares US Tech Breakthrough Multisector ETF worth $22.3K as of Q3 2026.
IFP Advisors left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q3 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2890 holding.
IFP Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2022 and has held it in 11 quarters since.
19 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.