Sheets Smith Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.8M | Sell |
35,435
-2,610
| -7% | -$193K | 0.29% | 84 |
|
|
2026
Q2 | $2.73M | Buy |
38,045
+5
| +0% | +$332 | 0.27% | 84 |
|
|
2026
Q1 | $2.11M | Buy |
38,040
+2,772
| +8% | +$162K | 0.24% | 103 |
|
|
2025
Q4 | $2.15M | Sell |
35,268
-399
| -1% | -$24.5K | 0.24% | 93 |
|
|
2025
Q3 | $2.15M | Sell |
35,667
-1,692
| -5% | -$98.9K | 0.24% | 90 |
|
|
2025
Q2 | $2.14M | Sell |
37,359
-3,637
| -9% | -$188K | 0.25% | 89 |
|
|
2025
Q1 | $2M | Sell |
40,996
-6,735
| -14% | -$359K | 0.25% | 92 |
|
|
2024
Q4 | $2.54M | Sell |
47,731
-1,683
| -3% | -$90.3K | 0.31% | 80 |
|
|
2024
Q3 | $2.53M | Sell |
49,414
-383
| -0.8% | -$19K | 0.31% | 78 |
|
|
2024
Q2 | $2.51M | Sell |
49,797
-967
| -2% | -$46.1K | 0.3% | 83 |
|
|
2024
Q1 | $2.43M | Sell |
50,764
-4,836
| -9% | -$223K | 0.27% | 86 |
|
|
2023
Q4 | $2.39M | Sell |
55,600
-1,644
| -3% | -$64K | 0.34% | 78 |
|
|
2023
Q3 | $2.09M | Buy |
57,244
+297
| +0.5% | +$11.3K | 0.32% | 79 |
|
|
2023
Q2 | $2.15M | Sell |
56,947
-7,609
| -12% | -$262K | 0.32% | 79 |
|
|
2023
Q1 | $2.15M | Sell |
64,556
-23,201
| -26% | -$710K | 0.33% | 71 |
|
|
2022
Q4 | $2.4M | Buy |
87,757
+4,506
| +5% | +$125K | 0.38% | 63 |
|
|
2022
Q3 | $2.18M | Buy |
83,251
+3,378
| +4% | +$101K | 0.36% | 70 |
|
|
2022
Q2 | $2.25M | Buy |
79,873
+6,921
| +9% | +$215K | 0.37% | 68 |
|
|
2022
Q1 | $2.66M | Buy |
72,952
+4,293
| +6% | +$156K | 0.37% | 70 |
|
|
2021
Q4 | $2.88M | Buy |
68,659
+78
| +0.1% | +$3.31K | 0.36% | 69 |
|
|
2021
Q3 | $2.82M | Sell |
68,581
-321
| -0.5% | -$13.4K | 0.38% | 66 |
|
|
2021
Q2 | $2.76M | Sell |
68,902
-14,514
| -17% | -$544K | 0.37% | 66 |
|
|
2021
Q1 | $2.95M | Sell |
83,416
-17,910
| -18% | -$642K | 0.43% | 62 |
|
|
2020
Q4 | $3.56M | Buy |
101,326
+1,945
| +2% | +$65.1K | 0.54% | 48 |
|
|
2020
Q3 | $3.19M | Buy |
99,381
+64,558
| +185% | +$2.01M | 0.55% | 48 |
|
|
2020
Q2 | $1.01M | Buy |
+34,823
| New | +$922K | 0.2% | 105 |
|
Other funds holding TECB
FA
SC
Sheets Smith Wealth Management's TECB Position: Q3 2026 in Review
Sheets Smith Wealth Management reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 6.9% in Q3 2026, selling an estimated $193K and leaving 35,435 shares worth $2.8M. The position accounts for 0.29% of the portfolio, ranked #84.
Sheets Smith Wealth Management first reported a position in TECB in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.56M in Q4 2020. 6 funds tracked by Wall St. Rank hold TECB as of Q3 2026.
- Sheets Smith Wealth Management held 35,435 shares of iShares US Tech Breakthrough Multisector ETF worth $2.8M as of Q3 2026.
- Sheets Smith Wealth Management sold 2,610 iShares US Tech Breakthrough Multisector ETF shares in Q3 2026, an estimated $193K.
- iShares US Tech Breakthrough Multisector ETF made up 0.29% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #84 holding.
- Sheets Smith Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2020 and has held it in 26 quarters since.
- Sheets Smith Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $3.56M in Q4 2020.
- 6 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.