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A4 Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

A4 Wealth Advisors’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,067
Closed -$271K – 99
2026
Q1 		$271K Sell
3,067
-1,938
-39% -$184K 0.22% 71
2025
Q4 		$508K Sell
5,005
-2,406
-32% -$247K 0.44% 46
2025
Q3 		$755K Buy
+7,411
New +$728K 0.64% 42

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

A4 Wealth Advisors's IETC Position: Q2 2026 in Review

A4 Wealth Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2026, closing a stake of 3,067 shares — an estimated $271K sold.

A4 Wealth Advisors first reported a position in IETC in Q3 2025 and held it in 3 quarters. The position peaked at $755K in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • A4 Wealth Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 3,067 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $271K.
  • A4 Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $755K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.