Cerity Partners
IETC icon

Cerity Partners’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Cerity Partners’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 		– Sell
-2,259
Closed -$229K – 3318
2025
Q4 		$229K Sell
2,259
-1,881
-45% -$193K ﹤0.01% 2556
2025
Q3 		$422K Sell
4,140
-255
-6% -$25.1K ﹤0.01% 2083
2025
Q2 		$413K Buy
4,395
+2
+0% +$166 ﹤0.01% 1974
2025
Q1 		$329K Sell
4,393
-612
-12% -$51.2K ﹤0.01% 1978
2024
Q4 		$427K Buy
5,005
+102
+2% +$8.42K ﹤0.01% 1853
2024
Q3 		$384K Buy
4,903
+76
+2% +$5.7K ﹤0.01% 1918
2024
Q2 		$363K Sell
4,827
-71
-1% -$5.01K ﹤0.01% 1711
2024
Q1 		$347K Sell
4,898
-29
-0.6% -$1.95K ﹤0.01% 1784
2023
Q4 		$307K Buy
+4,927
New +$282K ﹤0.01% 1504
2022
Q2 		– Sell
-10,792
Closed -$595K – 1211
2022
Q1 		$595K Buy
10,792
+1,423
+15% +$77.6K 0.01% 552
2021
Q4 		$573K Sell
9,369
-476
-5% -$28.5K 0.01% 556
2021
Q3 		$549K Buy
+9,845
New +$566K 0.01% 443

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

Cerity Partners's IETC Position: Q1 2026 in Review

Cerity Partners sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 2,259 shares — an estimated $229K sold.

Cerity Partners first reported a position in IETC in Q3 2021 and held it in 12 quarters. The position peaked at $595K in Q1 2022. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Cerity Partners reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 2,259 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $229K.
  • Cerity Partners first reported a position in iShares US Tech Independence Focused ETF in Q3 2021 and held it in 12 quarters.
  • Cerity Partners's iShares US Tech Independence Focused ETF position peaked at $595K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.