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

Bay Harbor 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	$629K	Buy	5,855 +6	+0.1%	+$625	0.15%	45
2026 Q1	$517K	Hold	5,849	–	–	0.13%	43
2025 Q4	$594K	Hold	5,849	–	–	0.16%	44
2025 Q3	$596K	Hold	5,849	–	–	0.16%	45
2025 Q2	$550K	Hold	5,849	–	–	0.16%	42
2025 Q1	$438K	Hold	5,849	–	–	0.14%	39
2024 Q4	$499K	Buy	5,849 +1	+0%	+$83	0.16%	38
2024 Q3	$458K	Hold	5,848	–	–	0.15%	38
2024 Q2	$440K	Buy	5,848 +1	+0%	+$71	0.15%	40
2024 Q1	$414K	Hold	5,847	–	–	0.15%	40
2023 Q4	$365K	Hold	5,847	–	–	0.14%	40
2023 Q3	$312K	Hold	5,847	–	–	0.13%	37
2023 Q2	$322K	Hold	5,847	–	–	0.13%	34
2023 Q1	$276K	Buy	5,847 +1	+0%	+$44	0.12%	34
2022 Q4	$238K	Hold	5,846	–	–	0.11%	37
2022 Q3	$231K	Hold	5,846	–	–	0.11%	36
2022 Q2	$247K	Buy	5,846 +1	+0%	+$47	0.11%	37
2022 Q1	$322K	Buy	5,845 +147	+3%	+$8.02K	0.13%	35
2021 Q4	$312K	Sell	5,698 -135	-2%	-$8.09K	0.13%	34
2021 Q3	$325K	Hold	5,833	–	–	0.14%	34
2021 Q2	$321K	Hold	5,833	–	–	0.14%	35
2021 Q1	$283K	Sell	5,833 -158	-3%	-$7.66K	0.13%	52
2020 Q4	$285K	Buy	+5,991	New	+$268K	0.13%	60

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

UCFA

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

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

Bay Harbor Wealth Management's IETC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.1% in Q2 2026, buying an estimated $625 and bringing the position to 5,855 shares worth $629K. The position accounts for 0.15% of the portfolio, ranked #45.

Bay Harbor Wealth Management first reported a position in IETC in Q4 2020 and has held it in 23 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Bay Harbor Wealth Management held 5,855 shares of iShares US Tech Independence Focused ETF worth $629K as of Q2 2026.
Bay Harbor Wealth Management bought 6 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $625.
iShares US Tech Independence Focused ETF made up 0.15% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #45 holding.
Bay Harbor Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2020 and has held it in 23 quarters since.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.