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Brown Financial Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Brown Financial 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
2026
Q2 		$3.25M Buy
30,232
+1,266
+4% +$132K 1.13% 22
2026
Q1 		$2.56M Buy
28,966
+587
+2% +$55.6K 0.97% 30
2025
Q4 		$2.88M Buy
28,379
+230
+0.8% +$23.6K 1.06% 28
2025
Q3 		$2.87M Buy
+28,149
New +$2.77M 1.06% 29

Other funds holding IETC

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
JP Morgan Chase
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Brown Financial Advisors's IETC Position: Q2 2026 in Review

Brown Financial Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 4.4% in Q2 2026, buying an estimated $132K and bringing the position to 30,232 shares worth $3.25M. The position accounts for 1.13% of the portfolio, ranked #22.

Brown Financial Advisors first reported a position in IETC in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Brown Financial Advisors held 30,232 shares of iShares US Tech Independence Focused ETF worth $3.25M as of Q2 2026.
  • Brown Financial Advisors bought 1,266 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $132K.
  • iShares US Tech Independence Focused ETF made up 1.13% of Brown Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Brown Financial Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.