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Ishares Tr us tech brkthr shares owned by Carl P. Sherr & Co

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by Carl P. Sherr & Co from 13F filings

Historical chart of Carl P. Sherr & Co investment in Ishares Tr us tech brkthr

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All positions including Ishares Tr us tech brkthr held by Carl P. Sherr & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr us tech brkthr by Carl P. Sherr & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 2.9k 71.76

More positions owned by Carl P. Sherr & Co

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Bd Index Fds Intermed Term (BIV)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust St Port High Etf (SPHY)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for Carl P. Sherr & Co

Top funds holding Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
Bank of America Corporation
NorthRock Partners
LPL Financial
Advisory Services Network
Sheets Smith Wealth Management
Gts Securities
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Stonebridge Financial Planning Group
Sigma Planning
Valley National Advisers
Susquehanna International
Raymond James Financial
Goldman Sachs Group

View all funds holding Ishares Tr us tech brkthr