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Ishares Tr us tech brkthr shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ishares Tr us tech brkthr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us tech brkthr held by UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 400 60.36
2025-06-30 $23k 400 57.36
2025-03-31 $20k 400 48.90
2024-12-31 $21k 400 53.19

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Citadel Advisors
LPL Financial
Two Sigma Investments
Goldman Sachs Group
Valley National Advisers
Advisory Services Network
Ameriprise Financial
Stonebridge Financial Planning Group
Sheets Smith Wealth Management
Advisor Group Holdings
Susquehanna International
Raymond James Financial
Sigma Planning

View all funds holding Ishares Tr us tech brkthr