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Wood Tarver Financial Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Wood Tarver Financial Group’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
Q1 		– Sell
-69
Closed -$3K – 794
2024
Q4 		$3K Buy
+69
New +$3.7K ﹤0.01% 492

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Wood Tarver Financial Group's TECB Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2025, closing a stake of 69 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in TECB in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 74 funds tracked by Wall St. Rank hold TECB as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 69 iShares US Tech Breakthrough Multisector ETF shares in Q1 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's iShares US Tech Breakthrough Multisector ETF position peaked at $3K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.