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NorthRock Partners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

NorthRock Partners’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
Q1 		$5.26M Sell
94,890
-285
-0.3% -$16.6K 0.08% 119
2025
Q4 		$5.79M Buy
95,175
+19,685
+26% +$1.21M 0.1% 110
2025
Q3 		$4.56M Buy
+75,490
New +$4.41M 0.08% 120

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NorthRock Partners's TECB Position: Q1 2026 in Review

NorthRock Partners reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 0.3% in Q1 2026, selling an estimated $16.6K and leaving 94,890 shares worth $5.26M. The position accounts for 0.08% of the portfolio, ranked #119.

NorthRock Partners first reported a position in TECB in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.79M in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • NorthRock Partners held 94,890 shares of iShares US Tech Breakthrough Multisector ETF worth $5.26M as of Q1 2026.
  • NorthRock Partners sold 285 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $16.6K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.08% of NorthRock Partners's portfolio in Q1 2026, its #119 holding.
  • NorthRock Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's iShares US Tech Breakthrough Multisector ETF position peaked at $5.79M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.