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

CAPTRUST 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
2025
Q4 		– Sell
-2,894
Closed -$295K – 2779
2025
Q3 		$295K Buy
+2,894
New +$284K ﹤0.01% 2179
2022
Q3 		– Sell
-836
Closed -$35K – 2999
2022
Q2 		$35K Hold
836
– – ﹤0.01% 3012
2022
Q1 		$46K Buy
+836
New +$45.6K ﹤0.01% 2834

Other funds holding IETC

VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

CAPTRUST Financial Advisors's IETC Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2025, closing a stake of 2,894 shares — an estimated $295K sold.

CAPTRUST Financial Advisors first reported a position in IETC in Q1 2022 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 132 funds tracked by Wall St. Rank hold IETC as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,894 iShares US Tech Independence Focused ETF shares in Q4 2025, an estimated $295K.
  • CAPTRUST Financial Advisors first reported a position in iShares US Tech Independence Focused ETF in Q1 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's iShares US Tech Independence Focused ETF position peaked at $295K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.