Waterford Advisors »

Ishares Tr us tech brkthr shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors 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 Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr us tech brkthr by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $304k 13k 24.23

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Waterford Advisors

Top funds holding Ishares Tr us tech brkthr

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

View all funds holding Ishares Tr us tech brkthr