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Steph & Co’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Steph & Co’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 		$61K Hold
850
– – 0.02% 173
2026
Q1 		$47.2K Hold
850
– – 0.01% 199
2025
Q4 		$51.7K Hold
850
– – 0.01% 185
2025
Q3 		$51.3K Hold
850
– – 0.02% 190
2025
Q2 		$48.8K Sell
850
-50
-6% -$2.59K 0.02% 189
2025
Q1 		$44K Buy
+900
New +$47.9K 0.02% 180

Other funds holding TECB

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Steph & Co's TECB Position: Q2 2026 in Review

Steph & Co held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 850 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #173.

Steph & Co first reported a position in TECB in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Steph & Co held 850 shares of iShares US Tech Breakthrough Multisector ETF worth $61K as of Q2 2026.
  • Steph & Co left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF made up 0.02% of Steph & Co's portfolio in Q2 2026, its #173 holding.
  • Steph & Co first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.