AWM
IETC icon

Activest Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Activest Wealth Management’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
-1
Closed -$54 – 1422
2026
Q1 		$54 Sell
1
-741
-100% -$70.2K ﹤0.01% 1180
2025
Q4 		$75.3K Buy
+742
New +$76.2K 0.01% 253

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
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $603M AUM 24.07% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Activest Wealth Management's IETC Position: Q2 2026 in Review

Activest Wealth Management sold out of iShares US Tech Independence Focused ETF (IETC) in Q2 2026, closing a stake of 1 share — an estimated $54 sold.

Activest Wealth Management first reported a position in IETC in Q4 2025 and held it in 2 quarters. The position peaked at $75.3K in Q4 2025. 43 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares US Tech Independence Focused ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 iShares US Tech Independence Focused ETF share in Q2 2026, an estimated $54.
  • Activest Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and held it in 2 quarters.
  • Activest Wealth Management's iShares US Tech Independence Focused ETF position peaked at $75.3K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.