Private Wealth Partners
TEK icon

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
Q3 		$616K Buy
15,200
+3,000
+25% +$116K 0.04% 117
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 		$1000K 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

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Richardson Capital Management
Richardson Capital Management Menomonee Falls, Wisconsin $244M AUM 16.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Wealth Partners's TEK Position: Q3 2026 in Review

Private Wealth Partners increased its iShares Technology Opportunities Active ETF (TEK) stake by 25% in Q3 2026, buying an estimated $116K and bringing the position to 15,200 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #117.

Private Wealth Partners first reported a position in TEK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 6 funds tracked by Wall St. Rank hold TEK as of Q3 2026.

  • Private Wealth Partners held 15,200 shares of iShares Technology Opportunities Active ETF worth $616K as of Q3 2026.
  • Private Wealth Partners bought 3,000 iShares Technology Opportunities Active ETF shares in Q3 2026, an estimated $116K.
  • iShares Technology Opportunities Active ETF made up 0.04% of Private Wealth Partners's portfolio in Q3 2026, its #117 holding.
  • Private Wealth Partners first reported a position in iShares Technology Opportunities Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Private Wealth Partners's iShares Technology Opportunities Active ETF position peaked at $1.43M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held iShares Technology Opportunities Active ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.