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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
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 $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
Raymond James Financial
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

Brown Financial Advisors's IETC Position: Q1 2026 in Review

Brown Financial Advisors increased its iShares US Tech Independence Focused ETF (IETC) stake by 2.1% in Q1 2026, buying an estimated $55.6K and bringing the position to 28,966 shares worth $2.56M. The position accounts for 0.97% of the portfolio, ranked #30.

Brown Financial Advisors first reported a position in IETC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q4 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Brown Financial Advisors held 28,966 shares of iShares US Tech Independence Focused ETF worth $2.56M as of Q1 2026.
  • Brown Financial Advisors bought 587 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $55.6K.
  • iShares US Tech Independence Focused ETF made up 0.97% of Brown Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Brown Financial Advisors first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's iShares US Tech Independence Focused ETF position peaked at $2.88M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.