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Cornerstone Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Cornerstone Wealth 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
Q3 		$394K Sell
3,452
-475
-12% -$51.2K 0.02% 544
2026
Q2 		$422K Sell
3,927
-100
-2% -$10.4K 0.02% 532
2026
Q1 		$356K Sell
4,027
-900
-18% -$85.3K 0.02% 532
2025
Q4 		$501K Buy
4,927
+51
+1% +$5.24K 0.03% 420
2025
Q3 		$497K Buy
+4,876
New +$479K 0.03% 420

Other funds holding IETC

Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $152M AUM 8.89% 1-Year Est. Return
Oakwell Private Wealth Management
Oakwell Private Wealth Management Austin, Texas $657M AUM 15.1% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Artesa Financial Group
Artesa Financial Group Conroe, Texas $124M AUM 31.42% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Cornerstone Wealth Management's IETC Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares US Tech Independence Focused ETF (IETC) stake by 12% in Q3 2026, selling an estimated $51.2K and leaving 3,452 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #544.

Cornerstone Wealth Management first reported a position in IETC in Q3 2025 and has held it in 5 quarters since. The position peaked at $501K in Q4 2025. 56 funds tracked by Wall St. Rank hold IETC as of Q3 2026.

  • Cornerstone Wealth Management held 3,452 shares of iShares US Tech Independence Focused ETF worth $394K as of Q3 2026.
  • Cornerstone Wealth Management sold 475 iShares US Tech Independence Focused ETF shares in Q3 2026, an estimated $51.2K.
  • iShares US Tech Independence Focused ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #544 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q3 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's iShares US Tech Independence Focused ETF position peaked at $501K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.