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Steward Partners Investment Advisory’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$16.7K Hold
301
– – ﹤0.01% 3313
2025
Q4 		$18.3K Hold
301
– – ﹤0.01% 3177
2025
Q3 		$18.2K Buy
301
+183
+155% +$10.7K ﹤0.01% 3137
2025
Q2 		$6.77K Hold
118
– – ﹤0.01% 3371
2025
Q1 		$5.77K Hold
118
– – ﹤0.01% 3337
2024
Q4 		$6.28K Buy
+118
New +$6.33K ﹤0.01% 3285

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Steward Partners Investment Advisory's TECB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 301 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Steward Partners Investment Advisory first reported a position in TECB in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.3K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Steward Partners Investment Advisory held 301 shares of iShares US Tech Breakthrough Multisector ETF worth $16.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3313 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's iShares US Tech Breakthrough Multisector ETF position peaked at $18.3K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.