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

AE 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	$173K	Sell	1,609 -14	-0.9%	-$1.46K	﹤0.01%	1760
2026 Q1	$143K	Sell	1,623 -8,973	-85%	-$850K	﹤0.01%	1687
2025 Q4	$1.08M	Sell	10,596 -3,156	-23%	-$324K	0.01%	778
2025 Q3	$1.4M	Buy	13,752 +2,793	+25%	+$274K	0.01%	667
2025 Q2	$1.03M	Buy	10,959 +1,513	+16%	+$125K	0.01%	714
2025 Q1	$708K	Buy	+9,446	New	+$791K	0.01%	815

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

AE Wealth Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 0.86% in Q2 2026, selling an estimated $1.46K and leaving 1,609 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

AE Wealth Management first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

AE Wealth Management held 1,609 shares of iShares US Tech Independence Focused ETF worth $173K as of Q2 2026.
AE Wealth Management sold 14 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $1.46K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1760 holding.
AE Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's iShares US Tech Independence Focused ETF position peaked at $1.4M in Q3 2025.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.