AssetMark Inc’s iShares US Tech Independence Focused ETF IETC Stock Holding History

AssetMark Inc’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 Q3	$229K	Buy	2,008 +110	+6%	+$11.9K	﹤0.01%	1433
2026 Q2	$204K	Sell	1,898 -3,238	-63%	-$338K	﹤0.01%	1435
2026 Q1	$454K	Sell	5,136 -204,332	-98%	-$19.4M	﹤0.01%	1175
2025 Q4	$21.3M	Buy	209,468 +189,094	+928%	+$19.4M	0.04%	317
2025 Q3	$2.08M	Sell	20,374 -1,250	-6%	-$123K	﹤0.01%	804
2025 Q2	$2.03M	Buy	21,624 +8,922	+70%	+$739K	﹤0.01%	761
2025 Q1	$952K	Buy	+12,702	New	+$1.06M	﹤0.01%	873

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return

Oakwell Private Wealth Management Austin, Texas $657M AUM 15.1% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

AssetMark Inc's IETC Position: Q3 2026 in Review

AssetMark Inc increased its iShares US Tech Independence Focused ETF (IETC) stake by 5.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 2,008 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

AssetMark Inc first reported a position in IETC in Q1 2025 and has held it in 7 quarters since. The position peaked at $21.3M in Q4 2025. 56 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

AssetMark Inc held 2,008 shares of iShares US Tech Independence Focused ETF worth $229K as of Q3 2026.
AssetMark Inc bought 110 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $11.9K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1433 holding.
AssetMark Inc first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 7 quarters since.
AssetMark Inc's iShares US Tech Independence Focused ETF position peaked at $21.3M in Q4 2025.
56 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.