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WR Wealth Planners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-161
Closed -$8.25K – 1182
2024
Q3 		$8.25K Hold
161
– – ﹤0.01% 665
2024
Q2 		$8.12K Hold
161
– – ﹤0.01% 640
2024
Q1 		$7.71K Buy
+161
New +$7.42K ﹤0.01% 644
2023
Q4 		– Sell
-161
Closed -$5.88K – 786
2023
Q3 		$5.88K Hold
161
– – ﹤0.01% 656
2023
Q2 		$6.09K Hold
161
– – ﹤0.01% 650
2023
Q1 		$5.35K Hold
161
– – ﹤0.01% 672
2022
Q4 		$4.4K Hold
161
– – ﹤0.01% 341
2022
Q3 		$4.21K Hold
161
– – ﹤0.01% 327
2022
Q2 		$4.53K Hold
161
– – ﹤0.01% 348
2022
Q1 		$5.87K Buy
+161
New +$5.86K ﹤0.01% 343

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's TECB Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2024, closing a stake of 161 shares — an estimated $8.25K sold.

WR Wealth Planners first reported a position in TECB in Q1 2022 and held it in 10 quarters. The position peaked at $8.25K in Q3 2024. 74 funds tracked by Wall St. Rank hold TECB as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 161 iShares US Tech Breakthrough Multisector ETF shares in Q4 2024, an estimated $8.25K.
  • WR Wealth Planners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's iShares US Tech Breakthrough Multisector ETF position peaked at $8.25K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.