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Wealthspire Advisors (New York)’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-162
Closed -$9.78K – 2701
2025
Q3 		$9.78K Buy
+162
New +$9.47K ﹤0.01% 2028

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 $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $314M AUM 23.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s TECB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2025, closing a stake of 162 shares — an estimated $9.78K sold.

Wealthspire Advisors (New York) first reported a position in TECB in Q3 2025 and held it in 1 quarter. The position peaked at $9.78K in Q3 2025. 101 funds tracked by Wall St. Rank hold TECB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 162 iShares US Tech Breakthrough Multisector ETF shares in Q4 2025, an estimated $9.78K.
  • Wealthspire Advisors (New York) first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares US Tech Breakthrough Multisector ETF position peaked at $9.78K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.