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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
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
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

Physician Wealth Advisors's TECB Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 400 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Physician Wealth Advisors first reported a position in TECB in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Physician Wealth Advisors held 400 shares of iShares US Tech Breakthrough Multisector ETF worth $22.2K as of Q1 2026.
  • Physician Wealth Advisors 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 Physician Wealth Advisors's portfolio in Q1 2026, its #590 holding.
  • Physician Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $24.4K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.