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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
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 $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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

O'Shaughnessy Asset Management's TECB Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 138 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

O'Shaughnessy Asset Management first reported a position in TECB in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.4K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • O'Shaughnessy Asset Management held 138 shares of iShares US Tech Breakthrough Multisector ETF worth $7.66K as of Q1 2026.
  • O'Shaughnessy Asset Management left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2446 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2025 and has held it in 4 quarters since.
  • O'Shaughnessy Asset Management's iShares US Tech Breakthrough Multisector ETF position peaked at $8.4K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.