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
2026
Q2 		$206K Buy
+1,918
New +$200K ﹤0.01% 2866
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

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

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

CAPTRUST Financial Advisors opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 1,918 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2866 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in IETC as recently as Q3 2025.

CAPTRUST Financial Advisors first reported a position in IETC in Q1 2022 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,918 shares of iShares US Tech Independence Focused ETF worth $206K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2866 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares US Tech Independence Focused ETF in Q1 2022 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's iShares US Tech Independence Focused ETF position peaked at $295K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

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