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Valley National Advisers’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Valley National Advisers’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 		$1.61M Sell
29,048
-7,981
-22% -$466K 0.21% 101
2025
Q4 		$2.25M Sell
37,029
-5,086
-12% -$313K 0.31% 70
2025
Q3 		$2.54M Sell
42,115
-2,898
-6% -$169K 0.39% 54
2025
Q2 		$2.58M Sell
45,013
-4,418
-9% -$229K 0.42% 52
2025
Q1 		$2.42M Sell
49,431
-4,562
-8% -$243K 0.44% 50
2024
Q4 		$2.87M Buy
53,993
+19,775
+58% +$1.06M 0.52% 43
2024
Q3 		$1.75M Sell
34,218
-1,988
-5% -$98.7K 0.32% 90
2024
Q2 		$1.82M Buy
36,206
+36,170
+100,472% +$1.72M 0.27% 79
2024
Q1 		$1K Hold
36
– – ﹤0.01% 1179
2023
Q4 		$1K Hold
36
– – ﹤0.01% 1150
2023
Q3 		$1K Hold
36
– – ﹤0.01% 1018
2023
Q2 		$2K Hold
36
– – ﹤0.01% 823
2023
Q1 		$1K Buy
+36
New +$1.1K ﹤0.01% 851
2022
Q4 		– Sell
-37
Closed -$1K – 974
2022
Q3 		$1K Hold
37
– – ﹤0.01% 875
2022
Q2 		$1K Hold
37
– – ﹤0.01% 855
2022
Q1 		$1K Sell
37
-1,245
-97% -$45.3K ﹤0.01% 876
2021
Q4 		$54K Buy
+1,282
New +$54.3K 0.01% 356

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Valley National Advisers's TECB Position: Q1 2026 in Review

Valley National Advisers reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 22% in Q1 2026, selling an estimated $466K and leaving 29,048 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #101.

Valley National Advisers first reported a position in TECB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.87M in Q4 2024. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Valley National Advisers held 29,048 shares of iShares US Tech Breakthrough Multisector ETF worth $1.61M as of Q1 2026.
  • Valley National Advisers sold 7,981 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $466K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.21% of Valley National Advisers's portfolio in Q1 2026, its #101 holding.
  • Valley National Advisers first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2021 and has held it in 17 quarters since.
  • Valley National Advisers's iShares US Tech Breakthrough Multisector ETF position peaked at $2.87M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.