Compass Financial Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Compass Financial Management’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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Compass Financial Management's IETC Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares US Tech Independence Focused ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1116 holding.
114 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.