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

Concord Wealth 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
-100
Closed -$10.2K – 472
2025
Q4 		$10.2K Buy
+100
New +$10.3K ﹤0.01% 534

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

Concord Wealth Partners's IETC Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares US Tech Independence Focused ETF (IETC) in Q1 2026, closing a stake of 100 shares — an estimated $10.2K sold.

Concord Wealth Partners first reported a position in IETC in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 112 funds tracked by Wall St. Rank hold IETC as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares US Tech Independence Focused ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 100 iShares US Tech Independence Focused ETF shares in Q1 2026, an estimated $10.2K.
  • Concord Wealth Partners first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's iShares US Tech Independence Focused ETF position peaked at $10.2K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.