BankPlus Trust Department’s iShares US Tech Independence Focused ETF IETC Stock Holding History

BankPlus Trust Department’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	$7.62K	Hold	71	–	–	﹤0.01%	401
2026 Q1	$6.28K	Hold	71	–	–	﹤0.01%	394
2025 Q4	$7.21K	Hold	71	–	–	﹤0.01%	383
2025 Q3	$7.24K	Hold	71	–	–	﹤0.01%	379
2025 Q2	$6.67K	Hold	71	–	–	﹤0.01%	370
2025 Q1	$5.32K	Buy	+71	New	+$5.95K	﹤0.01%	391

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

BankPlus Trust Department's IETC Position: Q2 2026 in Review

BankPlus Trust Department held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 71 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

BankPlus Trust Department first reported a position in IETC in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

BankPlus Trust Department held 71 shares of iShares US Tech Independence Focused ETF worth $7.62K as of Q2 2026.
BankPlus Trust Department left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
iShares US Tech Independence Focused ETF made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #401 holding.
BankPlus Trust Department first reported a position in iShares US Tech Independence Focused ETF in Q1 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.