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 Q3	$67.1K	Hold	850	–	–	0.02%	168
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

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWP

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Steph & Co's TECB Position: Q3 2026 in Review

Steph & Co held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q3 2026 at 850 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #168.

Steph & Co first reported a position in TECB in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

Steph & Co held 850 shares of iShares US Tech Breakthrough Multisector ETF worth $67.1K as of Q3 2026.
Steph & Co left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q3 2026.
iShares US Tech Breakthrough Multisector ETF made up 0.02% of Steph & Co's portfolio in Q3 2026, its #168 holding.
Steph & Co first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2025 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.