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Beacon Harbor Wealth Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Beacon Harbor Wealth Advisors’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
Q4 		– Sell
-128,462
Closed -$13.1M – 75
2025
Q3 		$13.1M Sell
128,462
-795
-0.6% -$78.1K 3.06% 6
2025
Q2 		$12.2M Buy
+129,257
New +$10.7M 3.03% 5

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.59M AUM 51.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IETC Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2025, closing a stake of 128,462 shares — an estimated $13.1M sold.

Beacon Harbor Wealth Advisors first reported a position in IETC in Q2 2025 and held it in 2 quarters. The position peaked at $13.1M in Q3 2025. 132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 128,462 iShares US Tech Independence Focused ETF shares in Q4 2025, an estimated $13.1M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares US Tech Independence Focused ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's iShares US Tech Independence Focused ETF position peaked at $13.1M in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.