OSAM
TECB icon

O'Shaughnessy Asset Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

O'Shaughnessy Asset Management’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 		$45.8K Buy
639
+501
+363% +$33.3K ﹤0.01% 2275
2026
Q1 		$7.66K Hold
138
– – ﹤0.01% 2446
2025
Q4 		$8.4K Hold
138
– – ﹤0.01% 2429
2025
Q3 		$8.33K Hold
138
– – ﹤0.01% 2363
2025
Q2 		$7.92K Buy
+138
New +$7.15K ﹤0.01% 2195

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

O'Shaughnessy Asset Management's TECB Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 363% in Q2 2026, buying an estimated $33.3K and bringing the position to 639 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

O'Shaughnessy Asset Management first reported a position in TECB in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • O'Shaughnessy Asset Management held 639 shares of iShares US Tech Breakthrough Multisector ETF worth $45.8K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 501 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $33.3K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2275 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.