Comprehensive Financial Planning’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Comprehensive Financial Planning’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	$383K	Buy	3,564 +3	+0.1%	+$313	0.2%	95
2026 Q1	$315K	Sell	3,561 -1,404	-28%	-$133K	0.22%	83
2025 Q4	$504K	Buy	4,965 +6	+0.1%	+$616	0.33%	65
2025 Q3	$505K	Buy	4,959 +166	+3%	+$16.3K	0.35%	64
2025 Q2	$451K	Buy	4,793 +574	+14%	+$47.5K	0.35%	66
2025 Q1	$316K	Sell	4,219 -955	-18%	-$80K	0.31%	69
2024 Q4	$441K	Buy	+5,174	New	+$427K	0.37%	55

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

UCFA

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

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

Comprehensive Financial Planning's IETC Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Tech Independence Focused ETF (IETC) stake by 0.08% in Q2 2026, buying an estimated $313 and bringing the position to 3,564 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #95.

Comprehensive Financial Planning first reported a position in IETC in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q3 2025. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

Comprehensive Financial Planning held 3,564 shares of iShares US Tech Independence Focused ETF worth $383K as of Q2 2026.
Comprehensive Financial Planning bought 3 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $313.
iShares US Tech Independence Focused ETF made up 0.2% of Comprehensive Financial Planning's portfolio in Q2 2026, its #95 holding.
Comprehensive Financial Planning first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares US Tech Independence Focused ETF position peaked at $505K in Q3 2025.
117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.