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Summit Financial’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Summit Financial’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 		$300K Buy
4,180
+45
+1% +$2.99K ﹤0.01% 1328
2026
Q1 		$229K Buy
+4,135
New +$241K ﹤0.01% 1300

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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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

Summit Financial's TECB Position: Q2 2026 in Review

Summit Financial increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.1% in Q2 2026, buying an estimated $2.99K and bringing the position to 4,180 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Summit Financial first reported a position in TECB in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Summit Financial held 4,180 shares of iShares US Tech Breakthrough Multisector ETF worth $300K as of Q2 2026.
  • Summit Financial bought 45 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $2.99K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1328 holding.
  • Summit Financial first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.