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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
Q2 		$10.8K Buy
+100
New +$10.4K ﹤0.01% 560
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 $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

Concord Wealth Partners's IETC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares US Tech Independence Focused ETF (IETC) in Q2 2026: 100 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IETC as recently as Q4 2025.

Concord Wealth Partners first reported a position in IETC in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • Concord Wealth Partners held 100 shares of iShares US Tech Independence Focused ETF worth $10.8K as of Q2 2026.
  • iShares US Tech Independence Focused ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares US Tech Independence Focused ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #560 holding.
  • Concord Wealth Partners first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.