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COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Tech Independence Focused ETF IETC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$7.3K Buy
+68
New +$7.09K ﹤0.01% 1116

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IETC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 68 shares worth $7.3K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

83 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 68 shares of iShares US Tech Independence Focused ETF worth $7.3K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1116 holding.
  • 83 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.