Marshall Financial Group (Maryland)’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
4,749
-1,060
-18% -$60.9K 0.05% 216
2025
Q1
$284K Sell
5,809
-473
-8% -$23.1K 0.06% 196
2024
Q4
$334K Sell
6,282
-2
-0% -$106 0.08% 171
2024
Q3
$322K Buy
+6,284
New +$322K 0.08% 176