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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
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 $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

A4 Wealth Advisors's IETC Position: Q1 2026 in Review

A4 Wealth Advisors reduced its iShares US Tech Independence Focused ETF (IETC) stake by 39% in Q1 2026, selling an estimated $184K and leaving 3,067 shares worth $271K. The position accounts for 0.22% of the portfolio, ranked #71.

A4 Wealth Advisors first reported a position in IETC in Q3 2025 and has held it in 3 quarters since. The position peaked at $755K in Q3 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • A4 Wealth Advisors held 3,067 shares of iShares US Tech Independence Focused ETF worth $271K as of Q1 2026.
  • A4 Wealth Advisors sold 1,938 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $184K.
  • iShares US Tech Independence Focused ETF made up 0.22% of A4 Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • A4 Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $755K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.