Private Wealth Partners’s iShares Technology Opportunities Active ETF TEK Stock Holding History

Private Wealth Partners’s Portfolio TEK Stock Details TEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Buy	+12,200	New	+$459K	0.04%	126
2026 Q1	–	Sell	-47,700	Closed	-$1.43M	–	181
2025 Q4	$1.43M	Buy	47,700 +9,700	+26%	+$301K	0.1%	84
2025 Q3	$1.18M	Buy	38,000 +2,500	+7%	+$73.1K	0.08%	92
2025 Q2	$1,000K	Buy	35,500 +24,600	+226%	+$602K	0.08%	94
2025 Q1	$244K	Hold	10,900	–	–	0.02%	149
2024 Q4	$280K	Buy	+10,900	New	+$280K	0.02%	151

Other funds holding TEK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Private Wealth Partners's TEK Position: Q2 2026 in Review

Private Wealth Partners opened a new position in iShares Technology Opportunities Active ETF (TEK) in Q2 2026: 12,200 shares worth $520K. The stake represents 0.04% of the portfolio and ranks #126 among its holdings. This is a return to the name: Private Wealth Partners previously reported a position in TEK as recently as Q4 2025.

Private Wealth Partners first reported a position in TEK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2025. 4 funds tracked by Wall St. Rank hold TEK as of Q2 2026.

Private Wealth Partners held 12,200 shares of iShares Technology Opportunities Active ETF worth $520K as of Q2 2026.
iShares Technology Opportunities Active ETF was a new Private Wealth Partners position in Q2 2026.
iShares Technology Opportunities Active ETF made up 0.04% of Private Wealth Partners's portfolio in Q2 2026, its #126 holding.
Private Wealth Partners first reported a position in iShares Technology Opportunities Active ETF in Q4 2024 and has held it in 6 quarters since.
Private Wealth Partners's iShares Technology Opportunities Active ETF position peaked at $1.43M in Q4 2025.
4 funds tracked by Wall St. Rank held iShares Technology Opportunities Active ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.