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Advisors Capital Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Advisors Capital 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 		$2.37M Buy
22,105
+4,269
+24% +$445K 0.03% 278
2026
Q1 		$1.58M Buy
17,836
+1,904
+12% +$180K 0.02% 285
2025
Q4 		$1.62M Buy
15,932
+984
+7% +$101K 0.02% 284
2025
Q3 		$1.52M Buy
14,948
+287
+2% +$28.2K 0.02% 286
2025
Q2 		$1.38M Buy
14,661
+306
+2% +$25.3K 0.02% 276
2025
Q1 		$1.08M Sell
14,355
-629
-4% -$52.7K 0.02% 283
2024
Q4 		$1.28M Buy
14,984
+1,160
+8% +$95.8K 0.02% 276
2024
Q3 		$1.08M Buy
13,824
+328
+2% +$24.6K 0.02% 282
2024
Q2 		$1.01M Sell
13,496
-767
-5% -$54.1K 0.02% 292
2024
Q1 		$1.01M Buy
14,263
+746
+6% +$50.2K 0.02% 291
2023
Q4 		$843K Buy
13,517
+608
+5% +$34.8K 0.02% 300
2023
Q3 		$687K Sell
12,909
-14
-0.1% -$777 0.02% 279
2023
Q2 		$712K Buy
12,923
+297
+2% +$14.8K 0.02% 275
2023
Q1 		$595K Buy
+12,626
New +$556K 0.02% 287
2022
Q4 		– Sell
-10,097
Closed -$428K – 454
2022
Q3 		$428K Sell
10,097
-589
-6% -$26.6K 0.01% 334
2022
Q2 		$452K Buy
10,686
+106
+1% +$4.98K 0.01% 307
2022
Q1 		$584K Buy
10,580
+371
+4% +$20.2K 0.02% 292
2021
Q4 		$625K Buy
+10,209
New +$612K 0.02% 299

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 $20.5B AUM 24.45% 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

Advisors Capital Management's IETC Position: Q2 2026 in Review

Advisors Capital Management increased its iShares US Tech Independence Focused ETF (IETC) stake by 24% in Q2 2026, buying an estimated $445K and bringing the position to 22,105 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #278.

Advisors Capital Management first reported a position in IETC in Q4 2021 and has held it in 18 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Advisors Capital Management held 22,105 shares of iShares US Tech Independence Focused ETF worth $2.37M as of Q2 2026.
  • Advisors Capital Management bought 4,269 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $445K.
  • iShares US Tech Independence Focused ETF made up 0.03% of Advisors Capital Management's portfolio in Q2 2026, its #278 holding.
  • Advisors Capital Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2021 and has held it in 18 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.