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 Q2	$6.79M	Sell	94,698 -192	-0.2%	-$12.8K	0.1%	108
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

NorthRock Partners's TECB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 0.2% in Q2 2026, selling an estimated $12.8K and leaving 94,698 shares worth $6.79M. The position accounts for 0.1% of the portfolio, ranked #108.

NorthRock Partners first reported a position in TECB in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

NorthRock Partners held 94,698 shares of iShares US Tech Breakthrough Multisector ETF worth $6.79M as of Q2 2026.
NorthRock Partners sold 192 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $12.8K.
iShares US Tech Breakthrough Multisector ETF made up 0.1% of NorthRock Partners's portfolio in Q2 2026, its #108 holding.
NorthRock Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.