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
Q2 		$242K Buy
+2,259
New +$235K ﹤0.01% 2941
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 $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

Cerity Partners's IETC Position: Q2 2026 in Review

Cerity Partners opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 2,259 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #2941 among its holdings. This is a return to the name: Cerity Partners previously reported a position in IETC as recently as Q4 2025.

Cerity Partners first reported a position in IETC in Q3 2021 and has held it in 13 quarters since. The position peaked at $595K in Q1 2022. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Cerity Partners held 2,259 shares of iShares US Tech Independence Focused ETF worth $242K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new Cerity Partners position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2941 holding.
  • Cerity Partners first reported a position in iShares US Tech Independence Focused ETF in Q3 2021 and has held it in 13 quarters since.
  • Cerity Partners's iShares US Tech Independence Focused ETF position peaked at $595K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.