Atria Wealth Solutions’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.24M	Sell	55,773 -2,569	-4%	-$213K	0.12%	205
2025 Q1	$4.37M	Sell	58,342 -11,665	-17%	-$977K	0.05%	380
2024 Q4	$5.97M	Buy	70,007 +56,145	+405%	+$4.64M	0.07%	313
2024 Q3	$1.09M	Hold	13,862	–	–	0.01%	882
2024 Q2	$1.04M	Sell	13,862 -2,038	-13%	-$144K	0.01%	880
2024 Q1	$1.13M	Buy	15,900 +3,340	+27%	+$225K	0.01%	862
2023 Q4	$783K	Hold	12,560	–	–	0.01%	980
2023 Q3	$670K	Hold	12,560	–	–	0.01%	1000
2023 Q2	$692K	Sell	12,560 -6,370	-34%	-$317K	0.01%	1012
2023 Q1	$893K	Sell	18,930 -1,998	-10%	-$88K	0.01%	841
2022 Q4	$854K	Buy	20,928 +617	+3%	+$25.4K	0.01%	823
2022 Q3	$804K	Buy	20,311 +1	+0%	+$45	0.01%	802
2022 Q2	$859K	Hold	20,310	–	–	0.02%	755
2022 Q1	$1.12M	Buy	+20,310	New	+$1.11M	0.02%	684

Other funds holding IETC

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Atria Wealth Solutions's IETC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Tech Independence Focused ETF (IETC) stake by 4.4% in Q2 2025, selling an estimated $213K and leaving 55,773 shares worth $5.24M. The position accounts for 0.12% of the portfolio, ranked #205.

Atria Wealth Solutions first reported a position in IETC in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.97M in Q4 2024. 107 funds tracked by Wall St. Rank hold IETC as of Q2 2025.

Atria Wealth Solutions held 55,773 shares of iShares US Tech Independence Focused ETF worth $5.24M as of Q2 2025.
Atria Wealth Solutions sold 2,569 iShares US Tech Independence Focused ETF shares in Q2 2025, an estimated $213K.
iShares US Tech Independence Focused ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #205 holding.
Atria Wealth Solutions first reported a position in iShares US Tech Independence Focused ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares US Tech Independence Focused ETF position peaked at $5.97M in Q4 2024.
107 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.