Physician Wealth Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Physician Wealth Advisors’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	$28.7K	Hold	400	–	–	﹤0.01%	566
2026 Q1	$22.2K	Hold	400	–	–	﹤0.01%	590
2025 Q4	$24.4K	Hold	400	–	–	﹤0.01%	540
2025 Q3	$24.1K	Hold	400	–	–	﹤0.01%	526
2025 Q2	$22.9K	Hold	400	–	–	﹤0.01%	488
2025 Q1	$19.6K	Hold	400	–	–	﹤0.01%	494
2024 Q4	$21.3K	Buy	+400	New	+$21.5K	﹤0.01%	495

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

Physician Wealth Advisors's TECB Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 400 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Physician Wealth Advisors first reported a position in TECB in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Physician Wealth Advisors held 400 shares of iShares US Tech Breakthrough Multisector ETF worth $28.7K as of Q2 2026.
Physician Wealth Advisors left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #566 holding.
Physician Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.