CBIZ Investment Advisory Services’s iShares US Tech Independence Focused ETF IETC Stock Holding History

CBIZ Investment Advisory Services’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	$6.38K	Hold	72	–	–	﹤0.01%	196
2026 Q1	$6.38K	Hold	72	–	–	﹤0.01%	196
2025 Q4	$7.33K	Hold	72	–	–	﹤0.01%	439
2025 Q3	$7.35K	Buy	+72	New	+$7.08K	﹤0.01%	391

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CBIZ Investment Advisory Services's IETC Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 72 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

CBIZ Investment Advisory Services first reported a position in IETC in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.35K in Q3 2025. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

CBIZ Investment Advisory Services held 72 shares of iShares US Tech Independence Focused ETF worth $6.38K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
iShares US Tech Independence Focused ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #196 holding.
CBIZ Investment Advisory Services first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 4 quarters since.
CBIZ Investment Advisory Services's iShares US Tech Independence Focused ETF position peaked at $7.35K in Q3 2025.
118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.