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J.W. Cole Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

J.W. Cole 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
Q2 		$321K Buy
4,468
+218
+5% +$14.5K 0.01% 1240
2026
Q1 		$236K Buy
4,250
+2
+0% +$117 0.01% 707
2025
Q4 		$242K Buy
4,248
+254
+6% +$15.6K 0.01% 1209
2025
Q3 		$241K Sell
3,994
-97
-2% -$5.67K ﹤0.01% 1350
2025
Q2 		$235K Buy
+4,091
New +$212K 0.01% 1276

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
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
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

J.W. Cole Advisors's TECB Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 5.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 4,468 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1240.

J.W. Cole Advisors first reported a position in TECB in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • J.W. Cole Advisors held 4,468 shares of iShares US Tech Breakthrough Multisector ETF worth $321K as of Q2 2026.
  • J.W. Cole Advisors bought 218 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $14.5K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1240 holding.
  • J.W. Cole Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.