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Sheets Smith Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Sheets Smith Wealth Management’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 		$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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sheets Smith Wealth Management's TECB Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 0.01% in Q2 2026, buying an estimated $332 and bringing the position to 38,045 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #84.

Sheets Smith Wealth Management first reported a position in TECB in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.56M in Q4 2020. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Sheets Smith Wealth Management held 38,045 shares of iShares US Tech Breakthrough Multisector ETF worth $2.73M as of Q2 2026.
  • Sheets Smith Wealth Management bought 5 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $332.
  • iShares US Tech Breakthrough Multisector ETF made up 0.27% of Sheets Smith Wealth Management's portfolio in Q2 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 25 quarters since.
  • Sheets Smith Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $3.56M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.